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 | $35,353 | $76,552-53.8% | $123,892-71.5% | $62,891-43.8% |
| Participation rate | 97.0% | 73.0%+24.0pp | 81.4%+15.6pp | 69.3%+27.7pp |
| Annual return | 6.84% | 18.68%-11.8pp | 47.52%-40.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $455 | $2,883-84.2% | $4,617-90.2% | $2,281-80.1% |
| Participant deferral / active EE | $2,606 | $4,840-46.2% | $5,984-56.5% | $3,203-18.6% |
| Admin fee / account holder | $519 | $4,826-89.2% | $8,357-93.8% | $4,296-87.9% |