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 | $46,673 | $112,881-58.7% | $90,951-48.7% | $158,922-70.6% |
| Participation rate | 95.7% | 74.7%+20.9pp | 69.0%+26.6pp | 82.0%+13.7pp |
| Annual return | 6.70% | 215.79%-209.1pp | 134.60%-127.9pp | 302.83%-296.1pp |
| Employer contribution / active EE | $1,507 | $2,893-47.9% | $2,122-29.0% | $4,761-68.3% |
| Participant deferral / active EE | $2,164 | $4,128-47.6% | $3,373-35.8% | $5,982-63.8% |
| Admin fee / account holder | $1,022 | $8,041-87.3% | $5,959-82.9% | $11,246-90.9% |