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 | $74,899 | $101,724-26.4% | $164,813-54.6% | $80,856-7.4% |
| Participation rate | 92.6% | 71.8%+20.8pp | 78.6%+14.0pp | 67.6%+25.0pp |
| Annual return | 12.88% | 16.72%-3.8pp | 69.93%-57.1pp | 35.59%-22.7pp |
| Employer contribution / active EE | $873 | $2,953-70.4% | $4,341-79.9% | $2,755-68.3% |
| Participant deferral / active EE | $4,346 | $4,477-2.9% | $6,031-28.0% | $4,296+1.2% |
| Admin fee / account holder | $6,234 | $8,227-24.2% | $12,690-50.9% | $6,918-9.9% |