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 | $28,116 | $22,587+24.5% | $65,255-56.9% | $75,163-62.6% |
| Participation rate | 74.5% | 63.1%+11.5pp | 65.0%+9.6pp | 67.2%+7.4pp |
| Annual return | 17.94% | 71.03%-53.1pp | 47.35%-29.4pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,642 | $941+180.9% | $1,691+56.2% | $2,670-1.0% |
| Participant deferral / active EE | $4,153 | $1,695+145.0% | $2,831+46.7% | $4,125+0.7% |
| Admin fee / account holder | $8,524 | $1,876+354.5% | $4,112+107.3% | $5,651+50.8% |