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 | $22,300 | $77,899-71.4% | $149,673-85.1% | $75,163-70.3% |
| Participation rate | 98.2% | 65.6%+32.6pp | 78.8%+19.4pp | 67.2%+31.0pp |
| Annual return | 19.24% | 31.72%-12.5pp | 134.42%-115.2pp | 160.62%-141.4pp |
| Employer contribution / active EE | $730 | $3,137-76.7% | $4,818-84.9% | $2,670-72.7% |
| Participant deferral / active EE | $3,765 | $3,411+10.4% | $5,680-33.7% | $4,125-8.7% |
| Admin fee / account holder | $1,072 | $5,956-82.0% | $13,210-91.9% | $5,651-81.0% |