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 | $50,798 | $72,492-29.9% | $87,100-41.7% | $72,985-30.4% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.9%+12.0pp | 69.5%+19.4pp |
| Annual return | 17.86% | 24.46%-6.6pp | 28.19%-10.3pp | 81.00%-63.1pp |
| Employer contribution / active EE | $920 | $1,894-51.4% | $2,521-63.5% | $2,440-62.3% |
| Participant deferral / active EE | $2,678 | $3,270-18.1% | $4,049-33.8% | $3,607-25.8% |
| Admin fee / account holder | $5,524 | $5,055+9.3% | $7,497-26.3% | $5,124+7.8% |