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 | $42,284 | $108,172-60.9% | $77,482-45.4% | $158,922-73.4% |
| Participation rate | 91.7% | 64.4%+27.2pp | 54.2%+37.5pp | 82.0%+9.7pp |
| Annual return | 13.31% | 31.67%-18.4pp | 54.79%-41.5pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,257 | $1,325-5.1% | $986+27.5% | $4,761-73.6% |
| Participant deferral / active EE | $2,383 | $2,456-3.0% | $1,861+28.1% | $5,982-60.2% |
| Admin fee / account holder | $12,763 | $3,708+244.2% | $2,858+346.6% | $11,246+13.5% |