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 | $39,824 | $118,849-66.5% | $96,562-58.8% | $167,490-76.2% |
| Participation rate | 90.5% | 75.5%+15.0pp | 69.8%+20.7pp | 82.1%+8.4pp |
| Annual return | 13.44% | 50.49%-37.0pp | 37.78%-24.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,842 | $3,120-40.9% | $2,356-21.8% | $4,837-61.9% |
| Participant deferral / active EE | $3,796 | $4,616-17.8% | $3,849-1.4% | $6,341-40.1% |
| Admin fee / account holder | $428 | $8,065-94.7% | $6,181-93.1% | $12,309-96.5% |