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 | $58,000 | $78,422-26.0% | $95,952-39.6% | $79,858-27.4% |
| Participation rate | 83.6% | 73.5%+10.1pp | 77.1%+6.5pp | 69.6%+14.0pp |
| Annual return | 13.94% | 19.37%-5.4pp | 91.61%-77.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,362 | $1,945-30.0% | $2,541-46.4% | $2,471-44.9% |
| Participant deferral / active EE | $4,563 | $3,440+32.7% | $4,167+9.5% | $3,740+22.0% |
| Admin fee / account holder | $2,603 | $5,622-53.7% | $6,795-61.7% | $5,306-50.9% |