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 | $57,366 | $58,828-2.5% | $77,999-26.5% | $62,891-8.8% |
| Participation rate | 90.6% | 71.1%+19.6pp | 75.5%+15.1pp | 69.3%+21.3pp |
| Annual return | 5.64% | 17.16%-11.5pp | 425.96%-420.3pp | 20.14%-14.5pp |
| Employer contribution / active EE | $474 | $1,672-71.7% | $2,470-80.8% | $2,281-79.2% |
| Participant deferral / active EE | $2,643 | $2,686-1.6% | $3,497-24.4% | $3,203-17.5% |
| Admin fee / account holder | $1,639 | $4,393-62.7% | $5,480-70.1% | $4,296-61.9% |