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 | $26,408 | $172,111-84.7% | $150,298-82.4% | $137,256-80.8% |
| Participation rate | 73.9% | 81.7%-7.8pp | 77.8%-3.8pp | 80.0%-6.0pp |
| Annual return | 12.11% | 69.37%-57.3pp | 62.79%-50.7pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,457 | $4,636-68.6% | $4,154-64.9% | $4,156-64.9% |
| Participant deferral / active EE | $2,726 | $6,166-55.8% | $5,453-50.0% | $6,407-57.4% |
| Admin fee / account holder | $3,294 | $16,471-80.0% | $14,116-76.7% | $12,270-73.2% |