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 | $73,481 | $103,376-28.9% | $87,100-15.6% | $152,861-51.9% |
| Participation rate | 95.2% | 79.3%+15.9pp | 76.9%+18.4pp | 82.4%+12.8pp |
| Annual return | 20.30% | 28.10%-7.8pp | 28.19%-7.9pp | 345.32%-325.0pp |
| Employer contribution / active EE | $1,927 | $3,220-40.2% | $2,521-23.6% | $4,762-59.5% |
| Participant deferral / active EE | $5,797 | $4,778+21.3% | $4,049+43.2% | $5,850-0.9% |
| Admin fee / account holder | $20,257 | $12,205+66.0% | $7,497+170.2% | $11,596+74.7% |