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 | $41,458 | $98,750-58.0% | $149,696-72.3% | $79,858-48.1% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.5%+9.8pp | 69.6%+22.7pp |
| Annual return | 14.91% | 27.43%-12.5pp | 276.60%-261.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $2,012 | $3,216-37.5% | $4,644-56.7% | $2,471-18.6% |
| Participant deferral / active EE | $3,838 | $5,680-32.4% | $6,842-43.9% | $3,740+2.6% |
| Admin fee / account holder | $2,804 | $6,053-53.7% | $9,309-69.9% | $5,306-47.2% |