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 | $32,698 | $89,753-63.6% | $107,525-69.6% | $84,808-61.4% |
| Participation rate | 74.4% | 68.1%+6.3pp | 75.1%-0.7pp | 68.3%+6.0pp |
| Annual return | 17.46% | 29.48%-12.0pp | 181.32%-163.9pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,490 | $3,113-52.1% | $3,754-60.3% | $2,631-43.4% |
| Participant deferral / active EE | $2,637 | $4,056-35.0% | $5,116-48.5% | $4,212-37.4% |
| Admin fee / account holder | $3,669 | $7,222-49.2% | $8,919-58.9% | $7,344-50.0% |