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 | $82,311 | $90,745-9.3% | $130,231-36.8% | $75,163+9.5% |
| Participation rate | 88.0% | 71.1%+16.9pp | 76.3%+11.7pp | 67.2%+20.8pp |
| Annual return | 17.41% | 34.45%-17.0pp | 38.77%-21.4pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,355 | $3,314-59.1% | $4,126-67.2% | $2,670-49.3% |
| Participant deferral / active EE | $2,112 | $5,362-60.6% | $6,799-68.9% | $4,125-48.8% |
| Admin fee / account holder | $1,595 | $6,331-74.8% | $6,020-73.5% | $5,651-71.8% |