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 | $36,844 | $154,117-76.1% | $129,995-71.7% | $139,434-73.6% |
| Participation rate | 88.2% | 82.0%+6.3pp | 78.5%+9.7pp | 80.3%+7.9pp |
| Annual return | 10.51% | 32.48%-22.0pp | -137.18%+147.7pp | 372.94%-362.4pp |
| Employer contribution / active EE | $1,621 | $5,289-69.3% | $4,320-62.5% | $4,751-65.9% |
| Participant deferral / active EE | $4,865 | $6,710-27.5% | $5,820-16.4% | $6,710-27.5% |
| Admin fee / account holder | $2,405 | $14,007-82.8% | $10,614-77.3% | $11,403-78.9% |