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 | $39,971 | $109,817-63.6% | $98,442-59.4% | $167,490-76.1% |
| Participation rate | 84.6% | 75.8%+8.8pp | 73.3%+11.3pp | 82.1%+2.5pp |
| Annual return | 10.35% | 1956.69%-1946.3pp | 1492.73%-1482.4pp | 478.56%-468.2pp |
| Employer contribution / active EE | $1,838 | $3,224-43.0% | $2,960-37.9% | $4,837-62.0% |
| Participant deferral / active EE | $3,725 | $4,673-20.3% | $4,276-12.9% | $6,341-41.3% |
| Admin fee / account holder | $1,025 | $6,753-84.8% | $5,949-82.8% | $12,309-91.7% |