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 | $52,117 | $65,409-20.3% | $98,442-47.1% | $85,850-39.3% |
| Participation rate | 83.3% | 65.0%+18.3pp | 73.3%+10.0pp | 69.3%+14.0pp |
| Annual return | 13.98% | 21.76%-7.8pp | 1492.73%-1478.7pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,551 | $2,168-28.4% | $2,960-47.6% | $2,565-39.5% |
| Participant deferral / active EE | $2,065 | $3,166-34.8% | $4,276-51.7% | $3,952-47.7% |
| Admin fee / account holder | $2,437 | $4,593-46.9% | $5,949-59.0% | $6,260-61.1% |