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 | $39,556 | $103,376-61.7% | $87,100-54.6% | $152,861-74.1% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.9%+13.1pp | 82.4%+7.6pp |
| Annual return | 17.48% | 28.10%-10.6pp | 28.19%-10.7pp | 345.32%-327.8pp |
| Employer contribution / active EE | $865 | $3,220-73.2% | $2,521-65.7% | $4,762-81.8% |
| Participant deferral / active EE | $5,642 | $4,778+18.1% | $4,049+39.4% | $5,850-3.6% |
| Admin fee / account holder | $2,253 | $12,205-81.5% | $7,497-69.9% | $11,596-80.6% |