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 | $63,448 | $98,750-35.7% | $149,696-57.6% | $79,858-20.5% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.5%-4.7pp | 69.6%+8.1pp |
| Annual return | 14.41% | 27.43%-13.0pp | 276.60%-262.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,356 | $3,216-57.8% | $4,644-70.8% | $2,471-45.1% |
| Participant deferral / active EE | $8,327 | $5,680+46.6% | $6,842+21.7% | $3,740+122.7% |
| Admin fee / account holder | $8,539 | $6,053+41.1% | $9,309-8.3% | $5,306+60.9% |