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 | $66,337 | $172,111-61.5% | $150,298-55.9% | $137,256-51.7% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 14.39% | 69.37%-55.0pp | 62.79%-48.4pp | 220.34%-206.0pp |
| Employer contribution / active EE | $3,496 | $4,636-24.6% | $4,154-15.8% | $4,156-15.9% |
| Participant deferral / active EE | $4,435 | $6,166-28.1% | $5,453-18.7% | $6,407-30.8% |
| Admin fee / account holder | $494 | $16,471-97.0% | $14,116-96.5% | $12,270-96.0% |