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 | $40,962 | $91,190-55.1% | $178,490-77.1% | $79,858-48.7% |
| Participation rate | 90.9% | 69.2%+21.7pp | 81.9%+9.0pp | 69.6%+21.3pp |
| Annual return | 12.00% | 24.19%-12.2pp | 151.07%-139.1pp | 31.71%-19.7pp |
| Employer contribution / active EE | $895 | $3,256-72.5% | $5,011-82.1% | $2,471-63.8% |
| Participant deferral / active EE | $2,736 | $3,236-15.4% | $5,202-47.4% | $3,740-26.8% |
| Admin fee / account holder | $795 | $6,751-88.2% | $13,984-94.3% | $5,306-85.0% |