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 6-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 | $38,489 | $117,983-67.4% | $101,794-62.2% | $142,382-73.0% |
| Participation rate | 90.5% | 74.2%+16.3pp | 69.2%+21.3pp | 80.1%+10.4pp |
| Annual return | 19.89% | 36.92%-17.0pp | 30.53%-10.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $810 | $2,773-70.8% | $2,289-64.6% | $4,299-81.2% |
| Participant deferral / active EE | $3,484 | $4,714-26.1% | $4,084-14.7% | $6,507-46.5% |
| Admin fee / account holder | $748 | $10,433-92.8% | $8,777-91.5% | $12,624-94.1% |