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 | $40,425 | $24,730+63.5% | $66,042-38.8% | $84,808-52.3% |
| Participation rate | 88.7% | 68.1%+20.6pp | 67.5%+21.2pp | 68.3%+20.4pp |
| Annual return | 15.68% | 79.55%-63.9pp | 52.11%-36.4pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,884 | $857+119.9% | $1,579+19.3% | $2,631-28.4% |
| Participant deferral / active EE | $13,857 | $1,737+697.8% | $2,835+388.7% | $4,212+229.0% |
| Admin fee / account holder | $2,769 | $3,014-8.1% | $5,747-51.8% | $7,344-62.3% |