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 | $74,991 | $117,983-36.4% | $101,794-26.3% | $142,382-47.3% |
| Participation rate | 72.2% | 74.2%-2.0pp | 69.2%+3.0pp | 80.1%-7.9pp |
| Annual return | 10.18% | 36.92%-26.7pp | 30.53%-20.3pp | 217.08%-206.9pp |
| Employer contribution / active EE | $789 | $2,773-71.5% | $2,289-65.5% | $4,299-81.6% |
| Participant deferral / active EE | $2,201 | $4,714-53.3% | $4,084-46.1% | $6,507-66.2% |
| Admin fee / account holder | $600 | $10,433-94.3% | $8,777-93.2% | $12,624-95.2% |