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 | $39,621 | $93,071-57.4% | $74,583-46.9% | $273,961-85.5% |
| Participation rate | 77.3% | 74.9%+2.3pp | 68.1%+9.2pp | 83.0%-5.7pp |
| Annual return | 9.34% | 26.18%-16.8pp | 20.47%-11.1pp | 41.45%-32.1pp |
| Employer contribution / active EE | $1,240 | $3,160-60.7% | $2,525-50.9% | $4,869-74.5% |
| Participant deferral / active EE | $1,685 | $4,160-59.5% | $3,458-51.3% | $5,287-68.1% |
| Admin fee / account holder | $420 | $5,272-92.0% | $4,138-89.9% | $10,132-95.9% |