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 | $49,129 | $110,261-55.4% | $95,745-48.7% | $139,434-64.8% |
| Participation rate | 90.9% | 75.8%+15.2pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 14.79% | 27.11%-12.3pp | 28.35%-13.6pp | 372.94%-358.1pp |
| Employer contribution / active EE | $1,671 | $3,257-48.7% | $2,835-41.0% | $4,751-64.8% |
| Participant deferral / active EE | $2,966 | $4,676-36.6% | $4,245-30.1% | $6,710-55.8% |
| Admin fee / account holder | $1,354 | $6,613-79.5% | $5,678-76.1% | $11,403-88.1% |