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 | $48,206 | $53,127-9.3% | $86,590-44.3% | $70,131-31.3% |
| Participation rate | 97.6% | 65.3%+32.3pp | 73.5%+24.1pp | 69.5%+28.1pp |
| Annual return | 15.33% | 27.66%-12.3pp | 964.84%-949.5pp | 73.14%-57.8pp |
| Employer contribution / active EE | $632 | $2,068-69.4% | $2,839-77.7% | $2,342-73.0% |
| Participant deferral / active EE | $4,140 | $2,696+53.6% | $3,609+14.7% | $3,332+24.3% |
| Admin fee / account holder | $749 | $3,585-79.1% | $4,906-84.7% | $4,645-83.9% |