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 | $61,580 | $67,606-8.9% | $82,313-25.2% | $70,131-12.2% |
| Participation rate | 83.1% | 72.8%+10.3pp | 76.9%+6.2pp | 69.5%+13.6pp |
| Annual return | 18.01% | 21.57%-3.6pp | 25.88%-7.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $644 | $1,755-63.3% | $2,428-73.5% | $2,342-72.5% |
| Participant deferral / active EE | $4,209 | $2,987+40.9% | $3,706+13.6% | $3,332+26.3% |
| Admin fee / account holder | $12,704 | $4,512+181.6% | $5,608+126.5% | $4,645+173.5% |