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 | $66,613 | $89,753-25.8% | $107,525-38.0% | $84,808-21.5% |
| Participation rate | 70.0% | 68.1%+1.9pp | 75.1%-5.1pp | 68.3%+1.7pp |
| Annual return | 13.76% | 29.48%-15.7pp | 181.32%-167.6pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,425 | $3,113-54.2% | $3,754-62.0% | $2,631-45.8% |
| Participant deferral / active EE | $2,332 | $4,056-42.5% | $5,116-54.4% | $4,212-44.6% |
| Admin fee / account holder | $17,257 | $7,222+138.9% | $8,919+93.5% | $7,344+135.0% |