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 | $57,656 | $77,899-26.0% | $149,673-61.5% | $75,163-23.3% |
| Participation rate | 83.7% | 65.6%+18.1pp | 78.8%+5.0pp | 67.2%+16.5pp |
| Annual return | 18.62% | 31.72%-13.1pp | 134.42%-115.8pp | 160.62%-142.0pp |
| Employer contribution / active EE | $2,168 | $3,137-30.9% | $4,818-55.0% | $2,670-18.8% |
| Participant deferral / active EE | $3,442 | $3,411+0.9% | $5,680-39.4% | $4,125-16.6% |
| Admin fee / account holder | $2,556 | $5,956-57.1% | $13,210-80.7% | $5,651-54.8% |