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 | $48,551 | $117,381-58.6% | $99,443-51.2% | $152,861-68.2% |
| Participation rate | 85.7% | 77.5%+8.2pp | 73.8%+11.9pp | 82.4%+3.3pp |
| Annual return | 37.25% | 31.87%+5.4pp | 30.72%+6.5pp | 345.32%-308.1pp |
| Employer contribution / active EE | $1,322 | $3,013-56.1% | $2,540-48.0% | $4,762-72.2% |
| Participant deferral / active EE | $2,703 | $4,086-33.8% | $3,619-25.3% | $5,850-53.8% |
| Admin fee / account holder | $375 | $7,631-95.1% | $6,250-94.0% | $11,596-96.8% |