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 | $36,964 | $91,190-59.5% | $178,490-79.3% | $79,858-53.7% |
| Participation rate | 95.9% | 69.2%+26.7pp | 81.9%+14.0pp | 69.6%+26.3pp |
| Annual return | 13.22% | 24.19%-11.0pp | 151.07%-137.9pp | 31.71%-18.5pp |
| Employer contribution / active EE | $2,851 | $3,256-12.4% | $5,011-43.1% | $2,471+15.4% |
| Participant deferral / active EE | $2,840 | $3,236-12.3% | $5,202-45.4% | $3,740-24.1% |
| Admin fee / account holder | $16,719 | $6,751+147.6% | $13,984+19.6% | $5,306+215.1% |