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 | $40,889 | $165,912-75.4% | $122,332-66.6% | $147,584-72.3% |
| Participation rate | 90.0% | 79.6%+10.4pp | 71.6%+18.4pp | 82.8%+7.2pp |
| Annual return | 14.78% | 34.55%-19.8pp | 30.27%-15.5pp | 578.55%-563.8pp |
| Employer contribution / active EE | $2,611 | $5,754-54.6% | $4,050-35.5% | $4,876-46.5% |
| Participant deferral / active EE | $4,678 | $4,005+16.8% | $3,287+42.3% | $5,439-14.0% |
| Admin fee / account holder | $15,082 | $7,424+103.2% | $5,478+175.3% | $10,885+38.6% |