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 | $71,536 | $89,753-20.3% | $107,525-33.5% | $84,808-15.6% |
| Participation rate | 87.5% | 68.1%+19.4pp | 75.1%+12.4pp | 68.3%+19.2pp |
| Annual return | 20.22% | 29.48%-9.3pp | 181.32%-161.1pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,447 | $3,113-53.5% | $3,754-61.5% | $2,631-45.0% |
| Participant deferral / active EE | $3,636 | $4,056-10.4% | $5,116-28.9% | $4,212-13.7% |
| Admin fee / account holder | $9,192 | $7,222+27.3% | $8,919+3.1% | $7,344+25.2% |