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 | $41,342 | $175,202-76.4% | $149,673-72.4% | $139,434-70.3% |
| Participation rate | 95.2% | 83.4%+11.9pp | 78.8%+16.5pp | 80.3%+14.9pp |
| Annual return | 12.38% | 166.71%-154.3pp | 134.42%-122.0pp | 372.94%-360.6pp |
| Employer contribution / active EE | $5,922 | $5,474+8.2% | $4,818+22.9% | $4,751+24.6% |
| Participant deferral / active EE | $3,349 | $6,519-48.6% | $5,680-41.0% | $6,710-50.1% |
| Admin fee / account holder | $502 | $16,150-96.9% | $13,210-96.2% | $11,403-95.6% |