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 | $38,536 | $178,174-78.4% | $156,181-75.3% | $137,256-71.9% |
| Participation rate | 95.7% | 82.0%+13.6pp | 78.8%+16.8pp | 80.0%+15.7pp |
| Annual return | 20.39% | 84.19%-63.8pp | 64.87%-44.5pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,707 | $4,972-65.7% | $4,294-60.2% | $4,156-58.9% |
| Participant deferral / active EE | $3,004 | $6,888-56.4% | $6,132-51.0% | $6,407-53.1% |
| Admin fee / account holder | $657 | $17,404-96.2% | $14,586-95.5% | $12,270-94.6% |