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 | $60,398 | $89,753-32.7% | $107,525-43.8% | $84,808-28.8% |
| Participation rate | 92.0% | 68.1%+23.9pp | 75.1%+16.9pp | 68.3%+23.7pp |
| Annual return | 14.45% | 29.48%-15.0pp | 181.32%-166.9pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,265 | $3,113-27.2% | $3,754-39.6% | $2,631-13.9% |
| Participant deferral / active EE | $5,272 | $4,056+30.0% | $5,116+3.1% | $4,212+25.2% |
| Admin fee / account holder | $587 | $7,222-91.9% | $8,919-93.4% | $7,344-92.0% |