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 | $21,983 | $172,111-87.2% | $150,298-85.4% | $137,256-84.0% |
| Participation rate | 95.7% | 81.7%+13.9pp | 77.8%+17.9pp | 80.0%+15.7pp |
| Annual return | 13.16% | 69.37%-56.2pp | 62.79%-49.6pp | 220.34%-207.2pp |
| Employer contribution / active EE | $899 | $4,636-80.6% | $4,154-78.4% | $4,156-78.4% |
| Participant deferral / active EE | $2,140 | $6,166-65.3% | $5,453-60.8% | $6,407-66.6% |
| Admin fee / account holder | $863 | $16,471-94.8% | $14,116-93.9% | $12,270-93.0% |