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 | $80,022 | $91,190-12.2% | $178,490-55.2% | $79,858+0.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.03% | 24.19%-8.2pp | 151.07%-135.0pp | 31.71%-15.7pp |
| Employer contribution / active EE | $751 | $3,256-76.9% | $5,011-85.0% | $2,471-69.6% |
| Participant deferral / active EE | $1,211 | $3,236-62.6% | $5,202-76.7% | $3,740-67.6% |
| Admin fee / account holder | $3,705 | $6,751-45.1% | $13,984-73.5% | $5,306-30.2% |