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 | $39,562 | $99,652-60.3% | $78,778-49.8% | $147,584-73.2% |
| Participation rate | 77.3% | 76.2%+1.0pp | 69.2%+8.1pp | 82.8%-5.6pp |
| Annual return | 19.26% | 47.28%-28.0pp | 35.62%-16.4pp | 578.55%-559.3pp |
| Employer contribution / active EE | $486 | $2,796-82.6% | $1,986-75.5% | $4,876-90.0% |
| Participant deferral / active EE | $2,065 | $3,664-43.6% | $2,958-30.2% | $5,439-62.0% |
| Admin fee / account holder | $600 | $7,155-91.6% | $5,134-88.3% | $10,885-94.5% |