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 | $61,412 | $95,416-35.6% | $185,823-67.0% | $85,850-28.5% |
| Participation rate | 97.7% | 68.8%+29.0pp | 81.7%+16.0pp | 69.3%+28.4pp |
| Annual return | 19.54% | 23.59%-4.0pp | 122.05%-102.5pp | 318.53%-299.0pp |
| Employer contribution / active EE | $1,274 | $3,314-61.6% | $5,167-75.3% | $2,565-50.3% |
| Participant deferral / active EE | $3,902 | $3,423+14.0% | $5,568-29.9% | $3,952-1.2% |
| Admin fee / account holder | $900 | $7,213-87.5% | $16,237-94.5% | $6,260-85.6% |