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 | $44,896 | $185,822-75.8% | $169,993-73.6% | $139,434-67.8% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 14.77% | 60.50%-45.7pp | 53.37%-38.6pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,626 | $7,590-65.4% | $6,785-61.3% | $4,751-44.7% |
| Participant deferral / active EE | $4,993 | $11,622-57.0% | $10,408-52.0% | $6,710-25.6% |
| Admin fee / account holder | $631 | $15,381-95.9% | $12,815-95.1% | $11,403-94.5% |