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 | $25,826 | $99,020-73.9% | $86,590-70.2% | $147,584-82.5% |
| Participation rate | 94.1% | 76.3%+17.8pp | 73.5%+20.6pp | 82.8%+11.3pp |
| Annual return | 18.56% | 1312.34%-1293.8pp | 964.84%-946.3pp | 578.55%-560.0pp |
| Employer contribution / active EE | $2,972 | $3,132-5.1% | $2,839+4.7% | $4,876-39.0% |
| Participant deferral / active EE | $4,365 | $3,972+9.9% | $3,609+20.9% | $5,439-19.8% |
| Admin fee / account holder | $1,271 | $5,710-77.7% | $4,906-74.1% | $10,885-88.3% |