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 | $67,017 | $127,777-47.6% | $106,548-37.1% | $167,490-60.0% |
| Participation rate | 77.3% | 78.3%-1.0pp | 76.1%+1.1pp | 82.1%-4.8pp |
| Annual return | 15.08% | 33.87%-18.8pp | 26.80%-11.7pp | 478.56%-463.5pp |
| Employer contribution / active EE | $1,136 | $3,427-66.9% | $2,819-59.7% | $4,837-76.5% |
| Participant deferral / active EE | $2,272 | $5,087-55.3% | $4,398-48.3% | $6,341-64.2% |
| Admin fee / account holder | $10,653 | $11,228-5.1% | $7,407+43.8% | $12,309-13.5% |