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 | $37,225 | $48,230-22.8% | $67,502-44.9% | $80,856-54.0% |
| Participation rate | 84.6% | 66.4%+18.2pp | 72.9%+11.7pp | 67.6%+17.0pp |
| Annual return | 17.84% | 18.28%-0.4pp | 3512.12%-3494.3pp | 35.59%-17.8pp |
| Employer contribution / active EE | $2,902 | $2,020+43.7% | $2,731+6.3% | $2,755+5.3% |
| Participant deferral / active EE | $3,435 | $2,924+17.5% | $4,000-14.1% | $4,296-20.0% |
| Admin fee / account holder | $13,033 | $3,681+254.0% | $3,998+226.0% | $6,918+88.4% |