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 | $59,103 | $127,386-53.6% | $115,037-48.6% | $125,391-52.9% |
| Participation rate | 95.2% | 84.2%+11.1pp | 81.4%+13.9pp | 83.2%+12.0pp |
| Annual return | 1.76% | 31.28%-29.5pp | 26.14%-24.4pp | 282.22%-280.5pp |
| Employer contribution / active EE | $1,714 | $5,166-66.8% | $4,608-62.8% | $4,866-64.8% |
| Participant deferral / active EE | $3,270 | $6,423-49.1% | $6,026-45.7% | $5,352-38.9% |
| Admin fee / account holder | $27,964 | $9,516+193.9% | $8,175+242.1% | $9,540+193.1% |