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 | $32,110 | $91,190-64.8% | $178,490-82.0% | $79,858-59.8% |
| Participation rate | 97.4% | 69.2%+28.2pp | 81.9%+15.4pp | 69.6%+27.7pp |
| Annual return | 10.70% | 24.19%-13.5pp | 151.07%-140.4pp | 31.71%-21.0pp |
| Employer contribution / active EE | $733 | $3,256-77.5% | $5,011-85.4% | $2,471-70.3% |
| Participant deferral / active EE | $1,358 | $3,236-58.0% | $5,202-73.9% | $3,740-63.7% |
| Admin fee / account holder | $2,817 | $6,751-58.3% | $13,984-79.9% | $5,306-46.9% |