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 | $51,013 | $72,071-29.2% | $68,368-25.4% | $137,256-62.8% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 15.40% | 353.14%-337.7pp | 292.57%-277.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,494 | $2,788-46.4% | $2,649-43.6% | $4,156-64.1% |
| Participant deferral / active EE | $7,791 | $4,410+76.7% | $4,123+89.0% | $6,407+21.6% |
| Admin fee / account holder | $1,499 | $5,336-71.9% | $5,150-70.9% | $12,270-87.8% |