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 | $54,483 | $103,376-47.3% | $87,100-37.4% | $152,861-64.4% |
| Participation rate | 70.6% | 79.3%-8.8pp | 76.9%-6.3pp | 82.4%-11.9pp |
| Annual return | 38.41% | 28.10%+10.3pp | 28.19%+10.2pp | 345.32%-306.9pp |
| Employer contribution / active EE | $1,628 | $3,220-49.4% | $2,521-35.4% | $4,762-65.8% |
| Participant deferral / active EE | $1,968 | $4,778-58.8% | $4,049-51.4% | $5,850-66.4% |
| Admin fee / account holder | $3,665 | $12,205-70.0% | $7,497-51.1% | $11,596-68.4% |