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 | $64,742 | $70,428-8.1% | $96,562-33.0% | $85,850-24.6% |
| Participation rate | 70.3% | 61.8%+8.5pp | 69.8%+0.5pp | 69.3%+1.0pp |
| Annual return | 15.31% | 18.59%-3.3pp | 37.78%-22.5pp | 318.53%-303.2pp |
| Employer contribution / active EE | $1,048 | $1,413-25.8% | $2,356-55.5% | $2,565-59.1% |
| Participant deferral / active EE | $2,611 | $2,894-9.8% | $3,849-32.2% | $3,952-33.9% |
| Admin fee / account holder | $1,166 | $4,997-76.7% | $6,181-81.1% | $6,260-81.4% |