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 | $57,140 | $52,279+9.3% | $89,391-36.1% | $79,858-28.4% |
| Participation rate | 93.8% | 57.5%+36.2pp | 68.0%+25.8pp | 69.6%+24.1pp |
| Annual return | 15.00% | 22.16%-7.2pp | 245.62%-230.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $3,221 | $1,572+105.0% | $2,586+24.6% | $2,471+30.4% |
| Participant deferral / active EE | $3,492 | $2,740+27.4% | $3,890-10.2% | $3,740-6.6% |
| Admin fee / account holder | $1,967 | $3,356-41.4% | $4,881-59.7% | $5,306-62.9% |