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 | $11,144 | $158,398-93.0% | $126,539-91.2% | $142,382-92.2% |
| Participation rate | 78.6% | 75.8%+2.8pp | 69.8%+8.8pp | 80.1%-1.5pp |
| Annual return | 16.11% | 593.76%-577.7pp | 425.95%-409.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $769 | $4,650-83.5% | $3,674-79.1% | $4,299-82.1% |
| Participant deferral / active EE | $3,888 | $4,767-18.4% | $4,083-4.8% | $6,507-40.2% |
| Admin fee / account holder | $591 | $6,918-91.5% | $6,065-90.3% | $12,624-95.3% |