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 | $28,936 | $77,899-62.9% | $149,673-80.7% | $75,163-61.5% |
| Participation rate | 70.0% | 65.6%+4.4pp | 78.8%-8.8pp | 67.2%+2.8pp |
| Annual return | 18.59% | 31.72%-13.1pp | 134.42%-115.8pp | 160.62%-142.0pp |
| Employer contribution / active EE | $954 | $3,137-69.6% | $4,818-80.2% | $2,670-64.3% |
| Participant deferral / active EE | $2,045 | $3,411-40.1% | $5,680-64.0% | $4,125-50.4% |
| Admin fee / account holder | $1,959 | $5,956-67.1% | $13,210-85.2% | $5,651-65.3% |