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 | $83,554 | $88,672-5.8% | $105,223-20.6% | $82,448+1.3% |
| Participation rate | 75.9% | 67.9%+7.9pp | 75.0%+0.8pp | 68.1%+7.8pp |
| Annual return | 16.23% | 30.86%-14.6pp | 180.65%-164.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $924 | $3,048-69.7% | $3,689-75.0% | $2,551-63.8% |
| Participant deferral / active EE | $3,994 | $4,036-1.0% | $5,072-21.2% | $4,139-3.5% |
| Admin fee / account holder | $4,280 | $7,146-40.1% | $8,859-51.7% | $7,234-40.8% |