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 | $56,305 | $77,899-27.7% | $149,673-62.4% | $75,163-25.1% |
| Participation rate | 96.6% | 65.6%+31.0pp | 78.8%+17.8pp | 67.2%+29.4pp |
| Annual return | 13.73% | 31.72%-18.0pp | 134.42%-120.7pp | 160.62%-146.9pp |
| Employer contribution / active EE | $1,894 | $3,137-39.6% | $4,818-60.7% | $2,670-29.1% |
| Participant deferral / active EE | $2,156 | $3,411-36.8% | $5,680-62.0% | $4,125-47.7% |
| Admin fee / account holder | $7,508 | $5,956+26.0% | $13,210-43.2% | $5,651+32.9% |