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 | $58,115 | $118,849-51.1% | $96,562-39.8% | $167,490-65.3% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.8%+10.2pp | 82.1%-2.1pp |
| Annual return | 8.92% | 50.49%-41.6pp | 37.78%-28.9pp | 478.56%-469.6pp |
| Employer contribution / active EE | $556 | $3,120-82.2% | $2,356-76.4% | $4,837-88.5% |
| Participant deferral / active EE | $3,756 | $4,616-18.6% | $3,849-2.4% | $6,341-40.8% |
| Admin fee / account holder | $819 | $8,065-89.8% | $6,181-86.8% | $12,309-93.3% |