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 5-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 | $66,051 | $60,124+9.9% | $90,404-26.9% | $79,858-17.3% |
| Participation rate | 70.4% | 65.0%+5.4pp | 72.7%-2.3pp | 69.6%+0.7pp |
| Annual return | 12.09% | 71.94%-59.9pp | 1293.02%-1280.9pp | 31.71%-19.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,653 | $2,938-9.7% | $3,963-33.1% | $3,740-29.1% |
| Admin fee / account holder | $833 | $3,976-79.1% | $5,611-85.2% | $5,306-84.3% |