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 | $27,778 | $81,248-65.8% | $155,509-82.1% | $80,856-65.6% |
| Participation rate | 81.7% | 66.2%+15.4pp | 78.2%+3.5pp | 67.6%+14.0pp |
| Annual return | 14.30% | 33.31%-19.0pp | 64.67%-50.4pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,275 | $3,100-58.9% | $4,672-72.7% | $2,755-53.7% |
| Participant deferral / active EE | $1,849 | $3,452-46.4% | $5,626-67.1% | $4,296-57.0% |
| Admin fee / account holder | $1,601 | $7,997-80.0% | $15,912-89.9% | $6,918-76.9% |