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 | $25,151 | $98,240-74.4% | $82,313-69.4% | $147,584-83.0% |
| Participation rate | 72.7% | 79.7%-7.0pp | 76.9%-4.2pp | 82.8%-10.1pp |
| Annual return | 15.29% | 30.85%-15.6pp | 25.88%-10.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | $952 | $3,192-70.2% | $2,428-60.8% | $4,876-80.5% |
| Participant deferral / active EE | $1,633 | $4,383-62.8% | $3,706-56.0% | $5,439-70.0% |
| Admin fee / account holder | $734 | $8,563-91.4% | $5,608-86.9% | $10,885-93.3% |