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 | $24,205 | $77,899-68.9% | $149,673-83.8% | $75,163-67.8% |
| Participation rate | 91.9% | 65.6%+26.4pp | 78.8%+13.2pp | 67.2%+24.7pp |
| Annual return | 16.54% | 31.72%-15.2pp | 134.42%-117.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $2,998 | $3,137-4.4% | $4,818-37.8% | $2,670+12.3% |
| Participant deferral / active EE | $1,061 | $3,411-68.9% | $5,680-81.3% | $4,125-74.3% |
| Admin fee / account holder | $495 | $5,956-91.7% | $13,210-96.3% | $5,651-91.2% |