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 | $31,276 | $77,899-59.9% | $149,673-79.1% | $75,163-58.4% |
| Participation rate | 90.6% | 65.6%+25.0pp | 78.8%+11.9pp | 67.2%+23.4pp |
| Annual return | 15.55% | 31.72%-16.2pp | 134.42%-118.9pp | 160.62%-145.1pp |
| Employer contribution / active EE | $4,303 | $3,137+37.2% | $4,818-10.7% | $2,670+61.2% |
| Participant deferral / active EE | $2,886 | $3,411-15.4% | $5,680-49.2% | $4,125-30.0% |
| Admin fee / account holder | $4,051 | $5,956-32.0% | $13,210-69.3% | $5,651-28.3% |