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 | $44,919 | $63,346-29.1% | $92,233-51.3% | $70,131-36.0% |
| Participation rate | 79.3% | 68.7%+10.6pp | 76.5%+2.8pp | 69.5%+9.8pp |
| Annual return | 15.63% | 530.12%-514.5pp | 176.28%-160.6pp | 73.14%-57.5pp |
| Employer contribution / active EE | $673 | $2,471-72.8% | $3,679-81.7% | $2,342-71.3% |
| Participant deferral / active EE | $6,726 | $2,854+135.7% | $3,897+72.6% | $3,332+101.9% |
| Admin fee / account holder | $874 | $3,840-77.2% | $5,194-83.2% | $4,645-81.2% |