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 | $44,485 | $96,635-54.0% | $86,612-48.6% | $139,434-68.1% |
| Participation rate | 78.6% | 74.4%+4.2pp | 71.7%+6.9pp | 80.3%-1.7pp |
| Annual return | 17.18% | 106.41%-89.2pp | 591.07%-573.9pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,588 | $3,263-51.3% | $3,022-47.5% | $4,751-66.6% |
| Participant deferral / active EE | $3,696 | $4,836-23.6% | $4,438-16.7% | $6,710-44.9% |
| Admin fee / account holder | $4,050 | $6,408-36.8% | $5,614-27.9% | $11,403-64.5% |