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 | $50,657 | $63,346-20.0% | $92,233-45.1% | $70,131-27.8% |
| Participation rate | 96.9% | 68.7%+28.2pp | 76.5%+20.4pp | 69.5%+27.3pp |
| Annual return | 16.32% | 530.12%-513.8pp | 176.28%-160.0pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,904 | $2,471-22.9% | $3,679-48.2% | $2,342-18.7% |
| Participant deferral / active EE | $4,099 | $2,854+43.6% | $3,897+5.2% | $3,332+23.0% |
| Admin fee / account holder | $708 | $3,840-81.6% | $5,194-86.4% | $4,645-84.8% |