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 | $65,346 | $114,381-42.9% | $107,525-39.2% | $142,382-54.1% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 14.94% | 242.71%-227.8pp | 181.32%-166.4pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,413 | $4,015-64.8% | $3,754-62.4% | $4,299-67.1% |
| Participant deferral / active EE | $4,817 | $5,564-13.4% | $5,116-5.8% | $6,507-26.0% |
| Admin fee / account holder | $1,782 | $9,860-81.9% | $8,919-80.0% | $12,624-85.9% |