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 | $38,874 | $112,096-65.3% | $95,952-59.5% | $158,922-75.5% |
| Participation rate | 95.2% | 79.0%+16.3pp | 77.1%+18.2pp | 82.0%+13.3pp |
| Annual return | 9.30% | 171.09%-161.8pp | 91.61%-82.3pp | 302.83%-293.5pp |
| Employer contribution / active EE | $1,860 | $3,198-41.8% | $2,541-26.8% | $4,761-60.9% |
| Participant deferral / active EE | $3,317 | $4,784-30.7% | $4,167-20.4% | $5,982-44.6% |
| Admin fee / account holder | $2,369 | $10,130-76.6% | $6,795-65.1% | $11,246-78.9% |