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 | $43,518 | $98,750-55.9% | $149,696-70.9% | $79,858-45.5% |
| Participation rate | 74.3% | 75.8%-1.5pp | 82.5%-8.2pp | 69.6%+4.7pp |
| Annual return | 13.74% | 27.43%-13.7pp | 276.60%-262.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,001 | $3,216-68.9% | $4,644-78.4% | $2,471-59.5% |
| Participant deferral / active EE | $3,271 | $5,680-42.4% | $6,842-52.2% | $3,740-12.5% |
| Admin fee / account holder | $921 | $6,053-84.8% | $9,309-90.1% | $5,306-82.6% |