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 | $61,644 | $102,317-39.8% | $146,958-58.1% | $80,856-23.8% |
| Participation rate | 98.6% | 75.8%+22.7pp | 82.2%+16.4pp | 67.6%+30.9pp |
| Annual return | 13.10% | 134.76%-121.7pp | 418.34%-405.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,185 | $3,713-14.2% | $4,933-35.4% | $2,755+15.6% |
| Participant deferral / active EE | $7,627 | $6,644+14.8% | $8,070-5.5% | $4,296+77.5% |
| Admin fee / account holder | $11,984 | $7,941+50.9% | $12,998-7.8% | $6,918+73.2% |