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 | $103,897 | $124,319-16.4% | $111,297-6.6% | $167,490-38.0% |
| Participation rate | 93.8% | 79.6%+14.1pp | 77.3%+16.4pp | 82.1%+11.6pp |
| Annual return | 10.39% | 37.44%-27.0pp | 54.65%-44.3pp | 478.56%-468.2pp |
| Employer contribution / active EE | $1,055 | $3,435-69.3% | $2,731-61.4% | $4,837-78.2% |
| Participant deferral / active EE | $3,736 | $5,180-27.9% | $4,487-16.7% | $6,341-41.1% |
| Admin fee / account holder | $414 | $10,618-96.1% | $7,964-94.8% | $12,309-96.6% |