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 | $77,710 | $74,927+3.7% | $101,794-23.7% | $84,808-8.4% |
| Participation rate | 80.3% | 61.4%+18.9pp | 69.2%+11.1pp | 68.3%+12.0pp |
| Annual return | 16.01% | 18.70%-2.7pp | 30.53%-14.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $495 | $1,522-67.5% | $2,289-78.4% | $2,631-81.2% |
| Participant deferral / active EE | $2,752 | $3,099-11.2% | $4,084-32.6% | $4,212-34.7% |
| Admin fee / account holder | $3,492 | $6,514-46.4% | $8,777-60.2% | $7,344-52.5% |