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 | $62,011 | $101,724-39.0% | $164,813-62.4% | $80,856-23.3% |
| Participation rate | 98.4% | 71.8%+26.6pp | 78.6%+19.8pp | 67.6%+30.8pp |
| Annual return | 13.37% | 16.72%-3.3pp | 69.93%-56.6pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,828 | $2,953-38.1% | $4,341-57.9% | $2,755-33.6% |
| Participant deferral / active EE | $8,623 | $4,477+92.6% | $6,031+43.0% | $4,296+100.7% |
| Admin fee / account holder | $5,101 | $8,227-38.0% | $12,690-59.8% | $6,918-26.3% |