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 | $29,137 | $77,899-62.6% | $149,673-80.5% | $75,163-61.2% |
| Participation rate | 94.8% | 65.6%+29.2pp | 78.8%+16.0pp | 67.2%+27.6pp |
| Annual return | 14.83% | 31.72%-16.9pp | 134.42%-119.6pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,464 | $3,137-53.4% | $4,818-69.6% | $2,670-45.2% |
| Participant deferral / active EE | $1,969 | $3,411-42.3% | $5,680-65.3% | $4,125-52.3% |
| Admin fee / account holder | $7,107 | $5,956+19.3% | $13,210-46.2% | $5,651+25.8% |