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 | $43,241 | $80,717-46.4% | $154,803-72.1% | $84,808-49.0% |
| Participation rate | 77.8% | 66.8%+11.0pp | 78.1%-0.3pp | 68.3%+9.5pp |
| Annual return | 14.08% | 37.96%-23.9pp | 58.88%-44.8pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,853 | $2,761-32.9% | $4,305-57.0% | $2,631-29.6% |
| Participant deferral / active EE | $6,838 | $3,303+107.0% | $5,540+23.4% | $4,212+62.4% |
| Admin fee / account holder | $1,274 | $6,746-81.1% | $14,329-91.1% | $7,344-82.7% |