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 | $71,874 | $123,793-41.9% | $177,821-59.6% | $79,858-10.0% |
| Participation rate | 84.0% | 84.7%-0.7pp | 87.7%-3.7pp | 69.6%+14.4pp |
| Annual return | 17.11% | 22.82%-5.7pp | 48.32%-31.2pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,920 | $4,095-53.1% | $5,918-67.6% | $2,471-22.3% |
| Participant deferral / active EE | $4,622 | $5,956-22.4% | $7,714-40.1% | $3,740+23.6% |
| Admin fee / account holder | $23,026 | $7,243+217.9% | $12,427+85.3% | $5,306+333.9% |