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 | $44,216 | $165,335-73.3% | $149,696-70.5% | $158,922-72.2% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 24.34% | 348.15%-323.8pp | 276.60%-252.3pp | 302.83%-278.5pp |
| Employer contribution / active EE | $1,248 | $5,103-75.5% | $4,644-73.1% | $4,761-73.8% |
| Participant deferral / active EE | $8,990 | $7,181+25.2% | $6,842+31.4% | $5,982+50.3% |
| Admin fee / account holder | $307 | $10,807-97.2% | $9,309-96.7% | $11,246-97.3% |