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 | $27,131 | $104,974-74.2% | $95,585-71.6% | $142,382-80.9% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.1%+17.9pp | 80.1%+9.9pp |
| Annual return | 13.16% | 210.33%-197.2pp | 38.56%-25.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,060 | $2,779-61.9% | $2,527-58.1% | $4,299-75.4% |
| Participant deferral / active EE | $1,325 | $4,352-69.6% | $4,023-67.1% | $6,507-79.6% |
| Admin fee / account holder | $4,976 | $6,386-22.1% | $6,127-18.8% | $12,624-60.6% |