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 | $27,003 | $80,717-66.5% | $154,803-82.6% | $84,808-68.2% |
| Participation rate | 89.5% | 66.8%+22.7pp | 78.1%+11.4pp | 68.3%+21.2pp |
| Annual return | 14.70% | 37.96%-23.3pp | 58.88%-44.2pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,745 | $2,761-36.8% | $4,305-59.5% | $2,631-33.7% |
| Participant deferral / active EE | $1,187 | $3,303-64.1% | $5,540-78.6% | $4,212-71.8% |
| Admin fee / account holder | $2,926 | $6,746-56.6% | $14,329-79.6% | $7,344-60.2% |