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 | $51,010 | $78,672-35.2% | $109,143-53.3% | $85,850-40.6% |
| Participation rate | 70.6% | 68.3%+2.3pp | 75.9%-5.3pp | 69.3%+1.3pp |
| Annual return | 13.19% | 25.09%-11.9pp | 25.75%-12.6pp | 318.53%-305.3pp |
| Employer contribution / active EE | $854 | $2,735-68.8% | $3,722-77.1% | $2,565-66.7% |
| Participant deferral / active EE | $2,812 | $3,467-18.9% | $4,653-39.6% | $3,952-28.8% |
| Admin fee / account holder | $2,262 | $5,469-58.6% | $6,752-66.5% | $6,260-63.9% |