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 | $24,279 | $85,202-71.5% | $172,739-85.9% | $72,985-66.7% |
| Participation rate | 80.2% | 70.1%+10.2pp | 82.6%-2.4pp | 69.5%+10.8pp |
| Annual return | 26.19% | 27.32%-1.1pp | 802.84%-776.7pp | 81.00%-54.8pp |
| Employer contribution / active EE | $1,452 | $3,324-56.3% | $5,143-71.8% | $2,440-40.5% |
| Participant deferral / active EE | $2,209 | $3,260-32.2% | $5,198-57.5% | $3,607-38.8% |
| Admin fee / account holder | $3,706 | $5,884-37.0% | $13,954-73.4% | $5,124-27.7% |