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 | $39,692 | $99,652-60.2% | $78,778-49.6% | $147,584-73.1% |
| Participation rate | 94.4% | 76.2%+18.2pp | 69.2%+25.3pp | 82.8%+11.6pp |
| Annual return | 16.98% | 47.28%-30.3pp | 35.62%-18.6pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,615 | $2,796-42.2% | $1,986-18.7% | $4,876-66.9% |
| Participant deferral / active EE | $3,536 | $3,664-3.5% | $2,958+19.5% | $5,439-35.0% |
| Admin fee / account holder | $384 | $7,155-94.6% | $5,134-92.5% | $10,885-96.5% |