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 | $27,414 | $159,901-82.9% | $146,958-81.3% | $145,922-81.2% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 16.13% | 98.13%-82.0pp | 418.34%-402.2pp | 561.29%-545.2pp |
| Employer contribution / active EE | $2,365 | $5,286-55.3% | $4,933-52.1% | $4,660-49.3% |
| Participant deferral / active EE | $5,469 | $8,428-35.1% | $8,070-32.2% | $6,688-18.2% |
| Admin fee / account holder | $46,032 | $15,044+206.0% | $12,998+254.1% | $13,397+243.6% |