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 | $27,643 | $102,966-73.2% | $90,281-69.4% | $152,861-81.9% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.4%-11.0pp |
| Annual return | 16.59% | 95.16%-78.6pp | 78.10%-61.5pp | 345.32%-328.7pp |
| Employer contribution / active EE | $1,795 | $3,139-42.8% | $2,854-37.1% | $4,762-62.3% |
| Participant deferral / active EE | $1,486 | $4,281-65.3% | $3,885-61.8% | $5,850-74.6% |
| Admin fee / account holder | $8,346 | $6,171+35.3% | $5,351+56.0% | $11,596-28.0% |