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 | $39,479 | $74,888-47.3% | $71,209-44.6% | $142,382-72.3% |
| Participation rate | 78.6% | 76.2%+2.3pp | 73.8%+4.8pp | 80.1%-1.5pp |
| Annual return | 16.43% | 345.14%-328.7pp | 282.51%-266.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $884 | $2,854-69.0% | $2,721-67.5% | $4,299-79.4% |
| Participant deferral / active EE | $1,978 | $4,454-55.6% | $4,175-52.6% | $6,507-69.6% |
| Admin fee / account holder | $401 | $5,568-92.8% | $5,349-92.5% | $12,624-96.8% |