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 | $33,960 | $45,035-24.6% | $62,995-46.1% | $70,131-51.6% |
| Participation rate | 82.4% | 69.5%+12.8pp | 74.8%+7.5pp | 69.5%+12.8pp |
| Annual return | 14.15% | 18.76%-4.6pp | 87.57%-73.4pp | 73.14%-59.0pp |
| Employer contribution / active EE | $944 | $2,051-54.0% | $2,759-65.8% | $2,342-59.7% |
| Participant deferral / active EE | $1,631 | $2,465-33.8% | $3,329-51.0% | $3,332-51.0% |
| Admin fee / account holder | $4,772 | $2,834+68.4% | $3,600+32.6% | $4,645+2.7% |