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 | $27,838 | $91,190-69.5% | $178,490-84.4% | $79,858-65.1% |
| Participation rate | 96.9% | 69.2%+27.7pp | 81.9%+15.0pp | 69.6%+27.2pp |
| Annual return | 19.55% | 24.19%-4.6pp | 151.07%-131.5pp | 31.71%-12.2pp |
| Employer contribution / active EE | $2,149 | $3,256-34.0% | $5,011-57.1% | $2,471-13.0% |
| Participant deferral / active EE | $1,260 | $3,236-61.1% | $5,202-75.8% | $3,740-66.3% |
| Admin fee / account holder | $448 | $6,751-93.4% | $13,984-96.8% | $5,306-91.6% |