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 | $86,550 | $104,907-17.5% | $84,611+2.3% | $152,861-43.4% |
| Participation rate | 71.4% | 74.8%-3.4pp | 68.2%+3.2pp | 82.4%-11.0pp |
| Annual return | 23.93% | 373.79%-349.9pp | 258.74%-234.8pp | 345.32%-321.4pp |
| Employer contribution / active EE | $482 | $3,302-85.4% | $2,652-81.8% | $4,762-89.9% |
| Participant deferral / active EE | $9,000 | $4,688+92.0% | $3,899+130.8% | $5,850+53.8% |
| Admin fee / account holder | $745 | $6,241-88.1% | $4,912-84.8% | $11,596-93.6% |