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 | $40,029 | $64,324-37.8% | $118,925-66.3% | $79,858-49.9% |
| Participation rate | 87.2% | 64.9%+22.3pp | 75.4%+11.8pp | 69.6%+17.5pp |
| Annual return | 11.25% | 86.45%-75.2pp | 35.88%-24.6pp | 31.71%-20.5pp |
| Employer contribution / active EE | $516 | $1,836-71.9% | $3,263-84.2% | $2,471-79.1% |
| Participant deferral / active EE | $2,483 | $2,824-12.1% | $4,265-41.8% | $3,740-33.6% |
| Admin fee / account holder | $1,711 | $4,040-57.7% | $6,581-74.0% | $5,306-67.8% |