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 | $67,928 | $81,460-16.6% | $103,333-34.3% | $80,856-16.0% |
| Participation rate | 83.3% | 66.8%+16.5pp | 74.5%+8.8pp | 67.6%+15.7pp |
| Annual return | 12.33% | 25.55%-13.2pp | 24.88%-12.6pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,111 | $3,105-64.2% | $3,868-71.3% | $2,755-59.7% |
| Participant deferral / active EE | $4,229 | $3,869+9.3% | $5,057-16.4% | $4,296-1.6% |
| Admin fee / account holder | $10,624 | $6,566+61.8% | $8,355+27.2% | $6,918+53.6% |