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 | $179,726-78.6% | $156,263-75.3% | $142,382-72.9% |
| Participation rate | 95.7% | 82.1%+13.6pp | 78.9%+16.7pp | 80.1%+15.5pp |
| Annual return | 20.39% | 77.86%-57.5pp | 59.47%-39.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,707 | $5,069-66.3% | $4,333-60.6% | $4,299-60.3% |
| Participant deferral / active EE | $3,004 | $6,956-56.8% | $6,158-51.2% | $6,507-53.8% |
| Admin fee / account holder | $657 | $17,272-96.2% | $14,255-95.4% | $12,624-94.8% |