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 | $72,231 | $105,181-31.3% | $159,436-54.7% | $85,850-15.9% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.8%+0.5pp | 69.3%+14.0pp |
| Annual return | 13.11% | 45.07%-32.0pp | 263.57%-250.5pp | 318.53%-305.4pp |
| Employer contribution / active EE | $2,606 | $3,318-21.5% | $4,829-46.0% | $2,565+1.6% |
| Participant deferral / active EE | $5,158 | $5,945-13.2% | $7,352-29.8% | $3,952+30.5% |
| Admin fee / account holder | $12,817 | $6,933+84.9% | $10,799+18.7% | $6,260+104.7% |