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 | $58,626 | $48,364+21.2% | $71,796-18.3% | $62,891-6.8% |
| Participation rate | 85.4% | 60.6%+24.8pp | 69.1%+16.3pp | 69.3%+16.1pp |
| Annual return | 8.25% | 13.16%-4.9pp | 78.04%-69.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $191 | $1,042-81.6% | $1,924-90.1% | $2,281-91.6% |
| Participant deferral / active EE | $2,064 | $2,091-1.3% | $2,794-26.1% | $3,203-35.6% |
| Admin fee / account holder | $4,469 | $3,771+18.5% | $4,815-7.2% | $4,296+4.0% |