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 | $32,397 | $49,227-34.2% | $70,449-54.0% | $79,858-59.4% |
| Participation rate | 80.0% | 69.2%+10.8pp | 75.1%+4.9pp | 69.6%+10.4pp |
| Annual return | 16.41% | 30.06%-13.7pp | 109.03%-92.6pp | 31.71%-15.3pp |
| Employer contribution / active EE | $545 | $2,099-74.0% | $2,737-80.1% | $2,471-77.9% |
| Participant deferral / active EE | $986 | $2,768-64.4% | $3,709-73.4% | $3,740-73.6% |
| Admin fee / account holder | $1,040 | $2,878-63.9% | $3,845-72.9% | $5,306-80.4% |