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 | $33,962 | $177,572-80.9% | $154,803-78.1% | $142,382-76.1% |
| Participation rate | 95.8% | 82.1%+13.8pp | 78.1%+17.8pp | 80.1%+15.7pp |
| Annual return | 30.75% | 65.07%-34.3pp | 58.88%-28.1pp | 217.08%-186.3pp |
| Employer contribution / active EE | $1,626 | $4,810-66.2% | $4,305-62.2% | $4,299-62.2% |
| Participant deferral / active EE | $4,133 | $6,272-34.1% | $5,540-25.4% | $6,507-36.5% |
| Admin fee / account holder | $2,447 | $16,786-85.4% | $14,329-82.9% | $12,624-80.6% |