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 | $57,502 | $60,892-5.6% | $82,389-30.2% | $84,808-32.2% |
| Participation rate | 70.3% | 63.3%+7.0pp | 69.5%+0.7pp | 68.3%+2.0pp |
| Annual return | 13.56% | 37.29%-23.7pp | 28.67%-15.1pp | 40.90%-27.3pp |
| Employer contribution / active EE | $447 | $1,779-74.9% | $2,517-82.3% | $2,631-83.0% |
| Participant deferral / active EE | $2,491 | $3,179-21.6% | $4,155-40.1% | $4,212-40.9% |
| Admin fee / account holder | $1,145 | $5,467-79.1% | $7,231-84.2% | $7,344-84.4% |