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 | $40,882 | $65,041-37.1% | $90,951-55.1% | $79,858-48.8% |
| Participation rate | 83.3% | 61.6%+21.7pp | 69.0%+14.3pp | 69.6%+13.7pp |
| Annual return | 16.18% | 30.45%-14.3pp | 134.60%-118.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $349 | $1,247-72.0% | $2,122-83.6% | $2,471-85.9% |
| Participant deferral / active EE | $4,041 | $2,512+60.9% | $3,373+19.8% | $3,740+8.0% |
| Admin fee / account holder | $2,289 | $4,536-49.5% | $5,959-61.6% | $5,306-56.9% |