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 | $103,554 | $124,425-16.8% | $112,040-7.6% | $137,256-24.6% |
| Participation rate | 86.4% | 79.3%+7.1pp | 76.5%+9.9pp | 80.0%+6.4pp |
| Annual return | 12.25% | 24.72%-12.5pp | 24.52%-12.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,011 | $3,411-70.4% | $2,954-65.8% | $4,156-75.7% |
| Participant deferral / active EE | $3,104 | $5,718-45.7% | $5,098-39.1% | $6,407-51.5% |
| Admin fee / account holder | $8,038 | $15,207-47.1% | $12,098-33.6% | $12,270-34.5% |