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 | $57,472 | $70,428-18.4% | $96,562-40.5% | $85,850-33.1% |
| Participation rate | 96.4% | 61.8%+34.6pp | 69.8%+26.5pp | 69.3%+27.0pp |
| Annual return | 15.18% | 18.59%-3.4pp | 37.78%-22.6pp | 318.53%-303.4pp |
| Employer contribution / active EE | $1,415 | $1,413+0.2% | $2,356-39.9% | $2,565-44.8% |
| Participant deferral / active EE | $3,255 | $2,894+12.5% | $3,849-15.4% | $3,952-17.6% |
| Admin fee / account holder | $1,571 | $4,997-68.6% | $6,181-74.6% | $6,260-74.9% |