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 | $39,459 | $93,571-57.8% | $135,903-71.0% | $75,163-47.5% |
| Participation rate | 82.0% | 75.2%+6.8pp | 81.9%+0.1pp | 67.2%+14.8pp |
| Annual return | 25.81% | 30.90%-5.1pp | 68.23%-42.4pp | 160.62%-134.8pp |
| Employer contribution / active EE | $1,045 | $3,537-70.5% | $4,856-78.5% | $2,670-60.9% |
| Participant deferral / active EE | $2,743 | $6,404-57.2% | $7,758-64.6% | $4,125-33.5% |
| Admin fee / account holder | $455 | $6,975-93.5% | $10,762-95.8% | $5,651-91.9% |