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 | $39,103 | $63,346-38.3% | $92,233-57.6% | $70,131-44.2% |
| Participation rate | 81.8% | 68.7%+13.1pp | 76.5%+5.3pp | 69.5%+12.3pp |
| Annual return | 16.27% | 530.12%-513.8pp | 176.28%-160.0pp | 73.14%-56.9pp |
| Employer contribution / active EE | $832 | $2,471-66.3% | $3,679-77.4% | $2,342-64.5% |
| Participant deferral / active EE | $4,003 | $2,854+40.3% | $3,897+2.7% | $3,332+20.2% |
| Admin fee / account holder | $1,283 | $3,840-66.6% | $5,194-75.3% | $4,645-72.4% |