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 | $74,548 | $123,793-39.8% | $177,821-58.1% | $79,858-6.6% |
| Participation rate | 80.8% | 84.7%-3.9pp | 87.7%-7.0pp | 69.6%+11.1pp |
| Annual return | 15.05% | 22.82%-7.8pp | 48.32%-33.3pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,477 | $4,095-63.9% | $5,918-75.1% | $2,471-40.2% |
| Participant deferral / active EE | $2,900 | $5,956-51.3% | $7,714-62.4% | $3,740-22.5% |
| Admin fee / account holder | $2,782 | $7,243-61.6% | $12,427-77.6% | $5,306-47.6% |