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 | $39,474 | $91,190-56.7% | $178,490-77.9% | $79,858-50.6% |
| Participation rate | 94.7% | 69.2%+25.5pp | 81.9%+12.8pp | 69.6%+25.1pp |
| Annual return | 10.11% | 24.19%-14.1pp | 151.07%-141.0pp | 31.71%-21.6pp |
| Employer contribution / active EE | $1,018 | $3,256-68.7% | $5,011-79.7% | $2,471-58.8% |
| Participant deferral / active EE | $4,639 | $3,236+43.3% | $5,202-10.8% | $3,740+24.0% |
| Admin fee / account holder | $6,103 | $6,751-9.6% | $13,984-56.4% | $5,306+15.0% |