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 | $34,511 | $85,202-59.5% | $172,739-80.0% | $72,985-52.7% |
| Participation rate | 84.4% | 70.1%+14.3pp | 82.6%+1.7pp | 69.5%+14.9pp |
| Annual return | 66.44% | 27.32%+39.1pp | 802.84%-736.4pp | 81.00%-14.6pp |
| Employer contribution / active EE | $1,516 | $3,324-54.4% | $5,143-70.5% | $2,440-37.9% |
| Participant deferral / active EE | $3,930 | $3,260+20.5% | $5,198-24.4% | $3,607+8.9% |
| Admin fee / account holder | $1,462 | $5,884-75.1% | $13,954-89.5% | $5,124-71.5% |