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 | $58,774 | $76,367-23.0% | $93,606-37.2% | $72,985-19.5% |
| Participation rate | 92.6% | 71.7%+20.8pp | 75.8%+16.8pp | 69.5%+23.1pp |
| Annual return | 23.48% | 25.82%-2.3pp | 32.76%-9.3pp | 81.00%-57.5pp |
| Employer contribution / active EE | $1,239 | $2,275-45.6% | $2,718-54.4% | $2,440-49.2% |
| Participant deferral / active EE | $3,526 | $3,538-0.3% | $4,069-13.3% | $3,607-2.2% |
| Admin fee / account holder | $1,602 | $6,838-76.6% | $7,888-79.7% | $5,124-68.7% |