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 | $41,766 | $135,952-69.3% | $123,892-66.3% | $273,961-84.8% |
| Participation rate | 89.5% | 84.1%+5.4pp | 81.4%+8.1pp | 83.0%+6.5pp |
| Annual return | 10.32% | 56.63%-46.3pp | 47.52%-37.2pp | 41.45%-31.1pp |
| Employer contribution / active EE | $1,710 | $5,170-66.9% | $4,617-63.0% | $4,869-64.9% |
| Participant deferral / active EE | $4,995 | $6,343-21.3% | $5,984-16.5% | $5,287-5.5% |
| Admin fee / account holder | $1,945 | $9,817-80.2% | $8,357-76.7% | $10,132-80.8% |