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 | $36,672 | $197,591-81.4% | $177,821-79.4% | $158,922-76.9% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 13.01% | 58.76%-45.7pp | 48.32%-35.3pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,920 | $6,697-71.3% | $5,918-67.6% | $4,761-59.7% |
| Participant deferral / active EE | $4,376 | $8,405-47.9% | $7,714-43.3% | $5,982-26.8% |
| Admin fee / account holder | $3,876 | $15,399-74.8% | $12,427-68.8% | $11,246-65.5% |