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 | $60,926 | $72,492-16.0% | $87,100-30.1% | $72,985-16.5% |
| Participation rate | 73.9% | 72.8%+1.1pp | 76.9%-3.0pp | 69.5%+4.4pp |
| Annual return | 16.30% | 24.46%-8.2pp | 28.19%-11.9pp | 81.00%-64.7pp |
| Employer contribution / active EE | $686 | $1,894-63.8% | $2,521-72.8% | $2,440-71.9% |
| Participant deferral / active EE | $2,928 | $3,270-10.5% | $4,049-27.7% | $3,607-18.8% |
| Admin fee / account holder | $2,424 | $5,055-52.0% | $7,497-67.7% | $5,124-52.7% |