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 | $51,181 | $77,899-34.3% | $149,673-65.8% | $75,163-31.9% |
| Participation rate | 76.2% | 65.6%+10.6pp | 78.8%-2.6pp | 67.2%+9.0pp |
| Annual return | 16.85% | 31.72%-14.9pp | 134.42%-117.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,383 | $3,137-55.9% | $4,818-71.3% | $2,670-48.2% |
| Participant deferral / active EE | $2,608 | $3,411-23.5% | $5,680-54.1% | $4,125-36.8% |
| Admin fee / account holder | $3,145 | $5,956-47.2% | $13,210-76.2% | $5,651-44.3% |