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 | $70,044 | $98,750-29.1% | $149,696-53.2% | $79,858-12.3% |
| Participation rate | 75.8% | 75.8%0pp | 82.5%-6.7pp | 69.6%+6.1pp |
| Annual return | 16.07% | 27.43%-11.4pp | 276.60%-260.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,507 | $3,216-53.1% | $4,644-67.5% | $2,471-39.0% |
| Participant deferral / active EE | $3,507 | $5,680-38.3% | $6,842-48.7% | $3,740-6.2% |
| Admin fee / account holder | $2,023 | $6,053-66.6% | $9,309-78.3% | $5,306-61.9% |