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 | $29,968 | $144,119-79.2% | $117,854-74.6% | $147,584-79.7% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 15.78% | 531.15%-515.4pp | 335.08%-319.3pp | 578.55%-562.8pp |
| Employer contribution / active EE | $1,708 | $4,896-65.1% | $3,786-54.9% | $4,876-65.0% |
| Participant deferral / active EE | $3,740 | $5,316-29.6% | $4,482-16.5% | $5,439-31.2% |
| Admin fee / account holder | $10,151 | $10,886-6.8% | $8,020+26.6% | $10,885-6.7% |