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 | $42,441 | $112,881-62.4% | $90,951-53.3% | $158,922-73.3% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 13.84% | 215.79%-202.0pp | 134.60%-120.8pp | 302.83%-289.0pp |
| Employer contribution / active EE | $1,796 | $2,893-37.9% | $2,122-15.4% | $4,761-62.3% |
| Participant deferral / active EE | $9,179 | $4,128+122.4% | $3,373+172.1% | $5,982+53.4% |
| Admin fee / account holder | $612 | $8,041-92.4% | $5,959-89.7% | $11,246-94.6% |