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 | $36,909 | $77,899-52.6% | $149,673-75.3% | $75,163-50.9% |
| Participation rate | 77.8% | 65.6%+12.2pp | 78.8%-1.0pp | 67.2%+10.6pp |
| Annual return | 19.03% | 31.72%-12.7pp | 134.42%-115.4pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,178 | $3,137-62.4% | $4,818-75.5% | $2,670-55.9% |
| Participant deferral / active EE | $3,612 | $3,411+5.9% | $5,680-36.4% | $4,125-12.4% |
| Admin fee / account holder | $984 | $5,956-83.5% | $13,210-92.6% | $5,651-82.6% |