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 | $59,083 | $59,839-1.3% | $81,983-27.9% | $79,858-26.0% |
| Participation rate | 81.6% | 61.6%+20.0pp | 69.2%+12.3pp | 69.6%+11.9pp |
| Annual return | 15.09% | 17.56%-2.5pp | 41.31%-26.2pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,149 | $1,713-32.9% | $2,498-54.0% | $2,471-53.5% |
| Participant deferral / active EE | $4,241 | $2,695+57.4% | $3,722+14.0% | $3,740+13.4% |
| Admin fee / account holder | $9,699 | $4,287+126.2% | $5,664+71.2% | $5,306+82.8% |