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 8-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 | $41,412 | $183,519-77.4% | $155,509-73.4% | $145,922-71.6% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 14.35% | 61.17%-46.8pp | 64.67%-50.3pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,922 | $5,313-63.8% | $4,672-58.9% | $4,660-58.7% |
| Participant deferral / active EE | $2,611 | $6,462-59.6% | $5,626-53.6% | $6,688-61.0% |
| Admin fee / account holder | $4,987 | $19,313-74.2% | $15,912-68.7% | $13,397-62.8% |