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 | $53,236 | $83,477-36.2% | $125,175-57.5% | $72,985-27.1% |
| Participation rate | 78.8% | 73.3%+5.5pp | 79.8%-0.9pp | 69.5%+9.4pp |
| Annual return | 20.70% | 25.78%-5.1pp | 43.79%-23.1pp | 81.00%-60.3pp |
| Employer contribution / active EE | $1,577 | $2,345-32.8% | $3,865-59.2% | $2,440-35.4% |
| Participant deferral / active EE | $3,862 | $3,585+7.7% | $4,937-21.8% | $3,607+7.1% |
| Admin fee / account holder | $6,923 | $5,517+25.5% | $9,702-28.6% | $5,124+35.1% |