See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,375 | $209,411-71.6% | $178,490-66.7% | $158,922-62.6% |
| Participation rate | 93.8% | 86.3%+7.4pp | 81.9%+11.8pp | 82.0%+11.8pp |
| Annual return | 12.29% | 188.75%-176.5pp | 151.07%-138.8pp | 302.83%-290.5pp |
| Employer contribution / active EE | $3,474 | $5,706-39.1% | $5,011-30.7% | $4,761-27.0% |
| Participant deferral / active EE | $3,372 | $5,954-43.4% | $5,202-35.2% | $5,982-43.6% |
| Admin fee / account holder | $636 | $17,074-96.3% | $13,984-95.5% | $11,246-94.3% |