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 | $55,090 | $101,069-45.5% | $81,478-32.4% | $147,584-62.7% |
| Participation rate | 91.3% | 74.5%+16.9pp | 68.0%+23.3pp | 82.8%+8.5pp |
| Annual return | 16.64% | 32.40%-15.8pp | 38.78%-22.1pp | 578.55%-561.9pp |
| Employer contribution / active EE | $985 | $3,205-69.3% | $2,568-61.6% | $4,876-79.8% |
| Participant deferral / active EE | $5,767 | $4,242+36.0% | $3,537+63.1% | $5,439+6.0% |
| Admin fee / account holder | $2,039 | $5,812-64.9% | $4,561-55.3% | $10,885-81.3% |