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 | $32,237 | $232,540-86.1% | $185,117-82.6% | $147,584-78.2% |
| Participation rate | 80.0% | 82.4%-2.4pp | 77.3%+2.7pp | 82.8%-2.8pp |
| Annual return | 17.39% | 43.03%-25.6pp | 40.50%-23.1pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,589 | $5,195-69.4% | $4,182-62.0% | $4,876-67.4% |
| Participant deferral / active EE | $2,482 | $5,834-57.5% | $5,045-50.8% | $5,439-54.4% |
| Admin fee / account holder | $2,496 | $10,275-75.7% | $8,159-69.4% | $10,885-77.1% |