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 | $37,417 | $84,233-55.6% | $170,442-78.0% | $70,131-46.6% |
| Participation rate | 75.4% | 70.8%+4.6pp | 83.6%-8.2pp | 69.5%+5.9pp |
| Annual return | 15.82% | 23.06%-7.2pp | 205.93%-190.1pp | 73.14%-57.3pp |
| Employer contribution / active EE | $653 | $3,387-80.7% | $5,433-88.0% | $2,342-72.1% |
| Participant deferral / active EE | $2,773 | $3,086-10.1% | $4,939-43.9% | $3,332-16.8% |
| Admin fee / account holder | $1,224 | $5,698-78.5% | $13,880-91.2% | $4,645-73.7% |