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 5-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 | $41,274 | $112,729-63.4% | $98,716-58.2% | $137,256-69.9% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.3%+20.7pp | 80.0%+10.0pp |
| Annual return | 16.72% | 38.48%-21.8pp | 31.81%-15.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,515 | $2,725-7.7% | $2,279+10.4% | $4,156-39.5% |
| Participant deferral / active EE | $8,056 | $4,640+73.6% | $4,048+99.0% | $6,407+25.7% |
| Admin fee / account holder | $466 | $10,129-95.4% | $8,703-94.6% | $12,270-96.2% |