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 4-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 | $48,802 | $89,753-45.6% | $107,525-54.6% | $84,808-42.5% |
| Participation rate | 77.4% | 68.1%+9.4pp | 75.1%+2.3pp | 68.3%+9.1pp |
| Annual return | 22.27% | 29.48%-7.2pp | 181.32%-159.0pp | 40.90%-18.6pp |
| Employer contribution / active EE | $2,516 | $3,113-19.2% | $3,754-33.0% | $2,631-4.4% |
| Participant deferral / active EE | $6,090 | $4,056+50.2% | $5,116+19.1% | $4,212+44.6% |
| Admin fee / account holder | $2,118 | $7,222-70.7% | $8,919-76.3% | $7,344-71.2% |