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 | $48,446 | $79,944-39.4% | $98,439-50.8% | $75,163-35.5% |
| Participation rate | 86.7% | 70.4%+16.3pp | 75.2%+11.5pp | 67.2%+19.5pp |
| Annual return | 15.99% | 19.75%-3.8pp | 21.16%-5.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,569 | $2,264-30.7% | $3,048-48.5% | $2,670-41.2% |
| Participant deferral / active EE | $3,769 | $3,752+0.4% | $4,738-20.5% | $4,125-8.6% |
| Admin fee / account holder | $1,651 | $6,840-75.9% | $8,948-81.5% | $5,651-70.8% |