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 | $58,867 | $46,869+25.6% | $122,332-51.9% | $70,131-16.1% |
| Participation rate | 74.4% | 58.2%+16.2pp | 71.6%+2.7pp | 69.5%+4.8pp |
| Annual return | 14.08% | 24.22%-10.1pp | 30.27%-16.2pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,069 | $1,288-17.0% | $4,050-73.6% | $2,342-54.4% |
| Participant deferral / active EE | $4,838 | $2,166+123.3% | $3,287+47.2% | $3,332+45.2% |
| Admin fee / account holder | $17,284 | $3,322+420.2% | $5,478+215.5% | $4,645+272.1% |