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 | $45,819 | $72,177-36.5% | $115,037-60.2% | $59,632-23.2% |
| Participation rate | 97.1% | 72.6%+24.5pp | 81.4%+15.7pp | 68.7%+28.4pp |
| Annual return | 0.14% | 12.02%-11.9pp | 26.14%-26.0pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $1,838 | $2,841-35.3% | $4,608-60.1% | $2,203-16.6% |
| Participant deferral / active EE | $5,079 | $4,783+6.2% | $6,026-15.7% | $3,192+59.1% |
| Admin fee / account holder | $9,180 | $4,927+86.3% | $8,175+12.3% | $4,297+113.6% |