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 4-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 | $48,913 | $48,795+0.2% | $65,493-25.3% | $84,808-42.3% |
| Participation rate | 79.3% | 67.0%+12.3pp | 73.1%+6.2pp | 68.3%+11.0pp |
| Annual return | 15.30% | 20.20%-4.9pp | 982.45%-967.1pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,675 | $1,930+38.6% | $2,574+3.9% | $2,631+1.7% |
| Participant deferral / active EE | $5,044 | $2,928+72.3% | $3,961+27.4% | $4,212+19.8% |
| Admin fee / account holder | $3,115 | $3,877-19.7% | $5,028-38.1% | $7,344-57.6% |