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 | $38,231 | $172,111-77.8% | $150,298-74.6% | $137,256-72.1% |
| Participation rate | 95.5% | 81.7%+13.7pp | 77.8%+17.7pp | 80.0%+15.5pp |
| Annual return | 16.34% | 69.37%-53.0pp | 62.79%-46.4pp | 220.34%-204.0pp |
| Employer contribution / active EE | $3,293 | $4,636-29.0% | $4,154-20.7% | $4,156-20.8% |
| Participant deferral / active EE | $2,065 | $6,166-66.5% | $5,453-62.1% | $6,407-67.8% |
| Admin fee / account holder | $3,459 | $16,471-79.0% | $14,116-75.5% | $12,270-71.8% |