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 | $42,938 | $65,041-34.0% | $90,951-52.8% | $79,858-46.2% |
| Participation rate | 78.0% | 61.6%+16.4pp | 69.0%+9.0pp | 69.6%+8.4pp |
| Annual return | 14.58% | 30.45%-15.9pp | 134.60%-120.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $532 | $1,247-57.3% | $2,122-74.9% | $2,471-78.5% |
| Participant deferral / active EE | $2,360 | $2,512-6.0% | $3,373-30.0% | $3,740-36.9% |
| Admin fee / account holder | $3,169 | $4,536-30.1% | $5,959-46.8% | $5,306-40.3% |