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 | $64,831 | $100,773-35.7% | $88,946-27.1% | $142,382-54.5% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.8%+22.1pp | 80.1%+10.8pp |
| Annual return | 14.70% | 70.18%-55.5pp | 57.82%-43.1pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,754 | $2,918-5.6% | $2,555+7.8% | $4,299-35.9% |
| Participant deferral / active EE | $2,801 | $5,230-46.4% | $4,581-38.9% | $6,507-56.9% |
| Admin fee / account holder | $2,578 | $9,693-73.4% | $8,261-68.8% | $12,624-79.6% |