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 | $68,538 | $79,944-14.3% | $98,439-30.4% | $75,163-8.8% |
| Participation rate | 82.8% | 70.4%+12.4pp | 75.2%+7.6pp | 67.2%+15.6pp |
| Annual return | 13.83% | 19.75%-5.9pp | 21.16%-7.3pp | 160.62%-146.8pp |
| Employer contribution / active EE | $658 | $2,264-70.9% | $3,048-78.4% | $2,670-75.4% |
| Participant deferral / active EE | $4,560 | $3,752+21.5% | $4,738-3.8% | $4,125+10.5% |
| Admin fee / account holder | $6,107 | $6,840-10.7% | $8,948-31.7% | $5,651+8.1% |