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 | $57,483 | $76,552-24.9% | $123,892-53.6% | $62,891-8.6% |
| Participation rate | 76.0% | 73.0%+3.0pp | 81.4%-5.4pp | 69.3%+6.7pp |
| Annual return | 8.96% | 18.68%-9.7pp | 47.52%-38.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $2,435 | $2,883-15.5% | $4,617-47.3% | $2,281+6.8% |
| Participant deferral / active EE | $7,285 | $4,840+50.5% | $5,984+21.7% | $3,203+127.5% |
| Admin fee / account holder | $9,552 | $4,826+97.9% | $8,357+14.3% | $4,296+122.4% |