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 | $33,056 | $112,096-70.5% | $95,952-65.5% | $158,922-79.2% |
| Participation rate | 95.7% | 79.0%+16.7pp | 77.1%+18.6pp | 82.0%+13.7pp |
| Annual return | 8.46% | 171.09%-162.6pp | 91.61%-83.1pp | 302.83%-294.4pp |
| Employer contribution / active EE | $1,677 | $3,198-47.5% | $2,541-34.0% | $4,761-64.8% |
| Participant deferral / active EE | $2,188 | $4,784-54.3% | $4,167-47.5% | $5,982-63.4% |
| Admin fee / account holder | $3,134 | $10,130-69.1% | $6,795-53.9% | $11,246-72.1% |