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 | $47,096 | $152,587-69.1% | $125,175-62.4% | $152,861-69.2% |
| Participation rate | 94.7% | 83.3%+11.4pp | 79.8%+15.0pp | 82.4%+12.3pp |
| Annual return | 17.97% | 54.84%-36.9pp | 43.79%-25.8pp | 345.32%-327.3pp |
| Employer contribution / active EE | $3,048 | $4,946-38.4% | $3,865-21.1% | $4,762-36.0% |
| Participant deferral / active EE | $6,933 | $5,868+18.2% | $4,937+40.4% | $5,850+18.5% |
| Admin fee / account holder | $9,422 | $13,434-29.9% | $9,702-2.9% | $11,596-18.7% |