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 | $52,718 | $48,364+9.0% | $71,796-26.6% | $62,891-16.2% |
| Participation rate | 84.4% | 60.6%+23.8pp | 69.1%+15.3pp | 69.3%+15.1pp |
| Annual return | 8.85% | 13.16%-4.3pp | 78.04%-69.2pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,239 | $1,042+18.9% | $1,924-35.6% | $2,281-45.7% |
| Participant deferral / active EE | $2,632 | $2,091+25.8% | $2,794-5.8% | $3,203-17.8% |
| Admin fee / account holder | $377 | $3,771-90.0% | $4,815-92.2% | $4,296-91.2% |