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 | $25,262 | $117,381-78.5% | $99,443-74.6% | $152,861-83.5% |
| Participation rate | 78.9% | 77.5%+1.4pp | 73.8%+5.1pp | 82.4%-3.5pp |
| Annual return | 21.58% | 31.87%-10.3pp | 30.72%-9.1pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,172 | $3,013-61.1% | $2,540-53.8% | $4,762-75.4% |
| Participant deferral / active EE | $1,319 | $4,086-67.7% | $3,619-63.5% | $5,850-77.4% |
| Admin fee / account holder | $1,916 | $7,631-74.9% | $6,250-69.3% | $11,596-83.5% |