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 | $75,520 | $81,460-7.3% | $103,333-26.9% | $80,856-6.6% |
| Participation rate | 72.7% | 66.8%+5.9pp | 74.5%-1.8pp | 67.6%+5.1pp |
| Annual return | 15.96% | 25.55%-9.6pp | 24.88%-8.9pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,573 | $3,105-49.3% | $3,868-59.3% | $2,755-42.9% |
| Participant deferral / active EE | $3,280 | $3,869-15.2% | $5,057-35.1% | $4,296-23.6% |
| Admin fee / account holder | $2,433 | $6,566-62.9% | $8,355-70.9% | $6,918-64.8% |