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 | $34,201 | $161,352-78.8% | $134,172-74.5% | $137,256-75.1% |
| Participation rate | 92.9% | 78.3%+14.6pp | 72.5%+20.4pp | 80.0%+12.9pp |
| Annual return | 10.02% | 28.72%-18.7pp | 25.30%-15.3pp | 220.34%-210.3pp |
| Employer contribution / active EE | $1,429 | $4,099-65.1% | $3,420-58.2% | $4,156-65.6% |
| Participant deferral / active EE | $1,349 | $5,552-75.7% | $4,690-71.2% | $6,407-78.9% |
| Admin fee / account holder | $3,216 | $15,028-78.6% | $12,016-73.2% | $12,270-73.8% |