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 | $52,690 | $54,541-3.4% | $78,778-33.1% | $70,131-24.9% |
| Participation rate | 84.0% | 60.8%+23.2pp | 69.2%+14.8pp | 69.5%+14.5pp |
| Annual return | 19.45% | 21.07%-1.6pp | 35.62%-16.2pp | 73.14%-53.7pp |
| Employer contribution / active EE | $951 | $1,089-12.6% | $1,986-52.1% | $2,342-59.4% |
| Participant deferral / active EE | $1,785 | $2,210-19.3% | $2,958-39.7% | $3,332-46.4% |
| Admin fee / account holder | $2,383 | $3,709-35.7% | $5,134-53.6% | $4,645-48.7% |