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 | $62,842 | $102,317-38.6% | $146,958-57.2% | $80,856-22.3% |
| Participation rate | 77.8% | 75.8%+1.9pp | 82.2%-4.4pp | 67.6%+10.1pp |
| Annual return | 13.89% | 134.76%-120.9pp | 418.34%-404.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,919 | $3,713-21.4% | $4,933-40.8% | $2,755+6.0% |
| Participant deferral / active EE | $4,747 | $6,644-28.6% | $8,070-41.2% | $4,296+10.5% |
| Admin fee / account holder | $1,162 | $7,941-85.4% | $12,998-91.1% | $6,918-83.2% |