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 | $54,932 | $51,638+6.4% | $68,368-19.7% | $82,448-33.4% |
| Participation rate | 80.8% | 63.6%+17.2pp | 73.8%+7.0pp | 68.1%+12.7pp |
| Annual return | 15.25% | 37.53%-22.3pp | 292.57%-277.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $462 | $2,047-77.4% | $2,649-82.6% | $2,551-81.9% |
| Participant deferral / active EE | $4,455 | $2,914+52.9% | $4,123+8.1% | $4,139+7.6% |
| Admin fee / account holder | $3,088 | $4,643-33.5% | $5,150-40.0% | $7,234-57.3% |