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 4-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 | $27,899 | $110,257-74.7% | $96,544-71.1% | $139,434-80.0% |
| Participation rate | 77.8% | 78.1%-0.3pp | 76.0%+1.8pp | 80.3%-2.5pp |
| Annual return | 11.12% | 26.32%-15.2pp | 25.84%-14.7pp | 372.94%-361.8pp |
| Employer contribution / active EE | $1,055 | $3,620-70.9% | $2,965-64.4% | $4,751-77.8% |
| Participant deferral / active EE | $2,370 | $5,548-57.3% | $4,851-51.1% | $6,710-64.7% |
| Admin fee / account holder | $7,155 | $11,591-38.3% | $8,252-13.3% | $11,403-37.3% |