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 | $63,389 | $65,041-2.5% | $90,951-30.3% | $79,858-20.6% |
| Participation rate | 89.7% | 61.6%+28.0pp | 69.0%+20.6pp | 69.6%+20.0pp |
| Annual return | 21.82% | 30.45%-8.6pp | 134.60%-112.8pp | 31.71%-9.9pp |
| Employer contribution / active EE | $817 | $1,247-34.5% | $2,122-61.5% | $2,471-66.9% |
| Participant deferral / active EE | $2,641 | $2,512+5.1% | $3,373-21.7% | $3,740-29.4% |
| Admin fee / account holder | $1,701 | $4,536-62.5% | $5,959-71.4% | $5,306-67.9% |