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 | $57,106 | $49,227+16.0% | $70,449-18.9% | $79,858-28.5% |
| Participation rate | 93.2% | 69.2%+24.0pp | 75.1%+18.1pp | 69.6%+23.5pp |
| Annual return | 15.92% | 30.06%-14.1pp | 109.03%-93.1pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,125 | $2,099-46.4% | $2,737-58.9% | $2,471-54.5% |
| Participant deferral / active EE | $1,892 | $2,768-31.6% | $3,709-49.0% | $3,740-49.4% |
| Admin fee / account holder | $2,761 | $2,878-4.1% | $3,845-28.2% | $5,306-48.0% |