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 | $64,695 | $81,233-20.4% | $155,567-58.4% | $80,874-20.0% |
| Participation rate | 92.6% | 66.2%+26.4pp | 78.2%+14.4pp | 67.6%+24.9pp |
| Annual return | 22.92% | 33.33%-10.4pp | 64.74%-41.8pp | 35.62%-12.7pp |
| Employer contribution / active EE | $891 | $3,101-71.3% | $4,674-80.9% | $2,756-67.7% |
| Participant deferral / active EE | $3,585 | $3,452+3.9% | $5,628-36.3% | $4,297-16.6% |
| Admin fee / account holder | $717 | $7,998-91.0% | $15,916-95.5% | $6,935-89.7% |