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 | $43,049 | $84,233-48.9% | $170,442-74.7% | $70,131-38.6% |
| Participation rate | 91.9% | 70.8%+21.1pp | 83.6%+8.3pp | 69.5%+22.4pp |
| Annual return | 12.48% | 23.06%-10.6pp | 205.93%-193.5pp | 73.14%-60.7pp |
| Employer contribution / active EE | $2,167 | $3,387-36.0% | $5,433-60.1% | $2,342-7.5% |
| Participant deferral / active EE | $3,313 | $3,086+7.4% | $4,939-32.9% | $3,332-0.6% |
| Admin fee / account holder | $7,954 | $5,698+39.6% | $13,880-42.7% | $4,645+71.2% |