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 | $32,738 | $109,327-70.1% | $89,391-63.4% | $158,922-79.4% |
| Participation rate | 95.7% | 74.3%+21.4pp | 68.0%+27.7pp | 82.0%+13.7pp |
| Annual return | 15.47% | 345.68%-330.2pp | 245.62%-230.1pp | 302.83%-287.4pp |
| Employer contribution / active EE | $907 | $3,170-71.4% | $2,586-64.9% | $4,761-80.9% |
| Participant deferral / active EE | $2,939 | $4,598-36.1% | $3,890-24.4% | $5,982-50.9% |
| Admin fee / account holder | $5,499 | $6,153-10.6% | $4,881+12.7% | $11,246-51.1% |