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 | $63,561 | $80,717-21.3% | $154,803-58.9% | $84,808-25.1% |
| Participation rate | 77.5% | 66.8%+10.7pp | 78.1%-0.6pp | 68.3%+9.2pp |
| Annual return | 16.70% | 37.96%-21.3pp | 58.88%-42.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $4,435 | $2,761+60.6% | $4,305+3.0% | $2,631+68.6% |
| Participant deferral / active EE | $2,803 | $3,303-15.1% | $5,540-49.4% | $4,212-33.4% |
| Admin fee / account holder | $1,179 | $6,746-82.5% | $14,329-91.8% | $7,344-83.9% |