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 | $59,546 | $127,065-53.1% | $113,168-47.4% | $142,382-58.2% |
| Participation rate | 88.2% | 79.2%+9.0pp | 76.6%+11.7pp | 80.1%+8.1pp |
| Annual return | 17.69% | 24.03%-6.3pp | 24.27%-6.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,943 | $3,442+14.5% | $2,975+32.5% | $4,299-8.3% |
| Participant deferral / active EE | $10,776 | $5,716+88.5% | $5,107+111.0% | $6,507+65.6% |
| Admin fee / account holder | $2,770 | $15,736-82.4% | $12,068-77.0% | $12,624-78.1% |