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 | $78,770 | $115,770-32.0% | $101,248-22.2% | $158,922-50.4% |
| Participation rate | 86.7% | 79.4%+7.3pp | 75.8%+10.9pp | 82.0%+4.7pp |
| Annual return | 10.13% | 56.14%-46.0pp | 46.47%-36.3pp | 302.83%-292.7pp |
| Employer contribution / active EE | $1,259 | $4,175-69.8% | $3,660-65.6% | $4,761-73.5% |
| Participant deferral / active EE | $1,417 | $4,957-71.4% | $4,370-67.6% | $5,982-76.3% |
| Admin fee / account holder | $28,465 | $7,245+292.9% | $5,945+378.8% | $11,246+153.1% |