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 | $32,393 | $148,534-78.2% | $135,903-76.2% | $139,434-76.8% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.8pp | 80.3%+6.3pp |
| Annual return | 15.52% | 79.19%-63.7pp | 68.23%-52.7pp | 372.94%-357.4pp |
| Employer contribution / active EE | $2,314 | $5,243-55.9% | $4,856-52.4% | $4,751-51.3% |
| Participant deferral / active EE | $2,958 | $8,100-63.5% | $7,758-61.9% | $6,710-55.9% |
| Admin fee / account holder | $1,908 | $12,400-84.6% | $10,762-82.3% | $11,403-83.3% |