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 | $26,534 | $61,272-56.7% | $149,673-82.3% | $71,457-62.9% |
| Participation rate | 77.3% | 62.5%+14.8pp | 78.8%-1.5pp | 67.9%+9.4pp |
| Annual return | 17.98% | 35.85%-17.9pp | 134.42%-116.4pp | 28.85%-10.9pp |
| Employer contribution / active EE | $1,150 | $2,378-51.7% | $4,818-76.1% | $2,588-55.6% |
| Participant deferral / active EE | $2,723 | $2,917-6.6% | $5,680-52.1% | $4,289-36.5% |
| Admin fee / account holder | $580 | $1,261-54.0% | $13,210-95.6% | $1,587-63.5% |