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 | $83,173 | $87,733-5.2% | $106,548-21.9% | $85,850-3.1% |
| Participation rate | 72.7% | 71.9%+0.8pp | 76.1%-3.4pp | 69.3%+3.4pp |
| Annual return | 19.93% | 21.86%-1.9pp | 26.80%-6.9pp | 318.53%-298.6pp |
| Employer contribution / active EE | $751 | $2,073-63.8% | $2,819-73.4% | $2,565-70.7% |
| Participant deferral / active EE | $3,786 | $3,469+9.1% | $4,398-13.9% | $3,952-4.2% |
| Admin fee / account holder | $2,901 | $6,767-57.1% | $7,407-60.8% | $6,260-53.7% |