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 | $56,116 | $84,233-33.4% | $170,442-67.1% | $70,131-20.0% |
| Participation rate | 71.4% | 70.8%+0.6pp | 83.6%-12.2pp | 69.5%+1.9pp |
| Annual return | 15.58% | 23.06%-7.5pp | 205.93%-190.3pp | 73.14%-57.6pp |
| Employer contribution / active EE | $2,217 | $3,387-34.5% | $5,433-59.2% | $2,342-5.3% |
| Participant deferral / active EE | $3,718 | $3,086+20.5% | $4,939-24.7% | $3,332+11.6% |
| Admin fee / account holder | $3,505 | $5,698-38.5% | $13,880-74.8% | $4,645-24.6% |