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 | $57,441 | $89,355-35.7% | $141,162-59.3% | $72,985-21.3% |
| Participation rate | 79.3% | 75.1%+4.2pp | 82.5%-3.2pp | 69.5%+9.8pp |
| Annual return | 26.02% | 111.85%-85.8pp | 71.39%-45.4pp | 81.00%-55.0pp |
| Employer contribution / active EE | $1,218 | $3,114-60.9% | $4,735-74.3% | $2,440-50.1% |
| Participant deferral / active EE | $5,267 | $5,418-2.8% | $6,709-21.5% | $3,607+46.0% |
| Admin fee / account holder | $30,754 | $5,958+416.2% | $10,261+199.7% | $5,124+500.2% |