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 9-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 | $40,613 | $98,750-58.9% | $149,696-72.9% | $79,858-49.1% |
| Participation rate | 78.7% | 75.8%+3.0pp | 82.5%-3.8pp | 69.6%+9.1pp |
| Annual return | 23.93% | 27.43%-3.5pp | 276.60%-252.7pp | 31.71%-7.8pp |
| Employer contribution / active EE | $2,444 | $3,216-24.0% | $4,644-47.4% | $2,471-1.1% |
| Participant deferral / active EE | $5,075 | $5,680-10.6% | $6,842-25.8% | $3,740+35.7% |
| Admin fee / account holder | $381 | $6,053-93.7% | $9,309-95.9% | $5,306-92.8% |