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 | $41,332 | $95,416-56.7% | $185,823-77.8% | $85,850-51.9% |
| Participation rate | 70.1% | 68.8%+1.4pp | 81.7%-11.6pp | 69.3%+0.8pp |
| Annual return | 19.55% | 23.59%-4.0pp | 122.05%-102.5pp | 318.53%-299.0pp |
| Employer contribution / active EE | $1,477 | $3,314-55.4% | $5,167-71.4% | $2,565-42.4% |
| Participant deferral / active EE | $2,483 | $3,423-27.5% | $5,568-55.4% | $3,952-37.2% |
| Admin fee / account holder | $2,728 | $7,213-62.2% | $16,237-83.2% | $6,260-56.4% |