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 | $67,991 | $91,190-25.4% | $178,490-61.9% | $79,858-14.9% |
| Participation rate | 89.7% | 69.2%+20.5pp | 81.9%+7.8pp | 69.6%+20.1pp |
| Annual return | 11.64% | 24.19%-12.5pp | 151.07%-139.4pp | 31.71%-20.1pp |
| Employer contribution / active EE | $3,596 | $3,256+10.4% | $5,011-28.2% | $2,471+45.5% |
| Participant deferral / active EE | $2,209 | $3,236-31.7% | $5,202-57.5% | $3,740-40.9% |
| Admin fee / account holder | $11,646 | $6,751+72.5% | $13,984-16.7% | $5,306+119.5% |