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 | $49,335 | $92,985-46.9% | $153,485-67.9% | $80,856-39.0% |
| Participation rate | 84.8% | 69.0%+15.9pp | 77.1%+7.8pp | 67.6%+17.2pp |
| Annual return | 11.04% | 19.95%-8.9pp | 15.65%-4.6pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,300 | $3,507-62.9% | $5,039-74.2% | $2,755-52.8% |
| Participant deferral / active EE | $2,920 | $5,178-43.6% | $6,757-56.8% | $4,296-32.0% |
| Admin fee / account holder | $7,202 | $8,880-18.9% | $12,724-43.4% | $6,918+4.1% |