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 | $59,091 | $106,515-44.5% | $96,683-38.9% | $139,434-57.6% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.3%+19.0pp | 80.3%+13.0pp |
| Annual return | 16.43% | 38.43%-22.0pp | 35.69%-19.3pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,875 | $4,103-54.3% | $3,737-49.8% | $4,751-60.5% |
| Participant deferral / active EE | $2,640 | $5,454-51.6% | $4,878-45.9% | $6,710-60.7% |
| Admin fee / account holder | $3,847 | $7,877-51.2% | $6,730-42.8% | $11,403-66.3% |