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 | $59,849 | $65,041-8.0% | $90,951-34.2% | $79,858-25.1% |
| Participation rate | 78.8% | 61.6%+17.1pp | 69.0%+9.7pp | 69.6%+9.1pp |
| Annual return | 12.80% | 30.45%-17.6pp | 134.60%-121.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,083 | $1,247-13.2% | $2,122-49.0% | $2,471-56.2% |
| Participant deferral / active EE | $3,168 | $2,512+26.1% | $3,373-6.1% | $3,740-15.3% |
| Admin fee / account holder | $2,389 | $4,536-47.3% | $5,959-59.9% | $5,306-55.0% |