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 | $14,308 | $99,020-85.6% | $86,590-83.5% | $147,584-90.3% |
| Participation rate | 76.5% | 76.3%+0.1pp | 73.5%+2.9pp | 82.8%-6.4pp |
| Annual return | 27.21% | 1312.34%-1285.1pp | 964.84%-937.6pp | 578.55%-551.3pp |
| Employer contribution / active EE | $1,358 | $3,132-56.6% | $2,839-52.2% | $4,876-72.1% |
| Participant deferral / active EE | $2,717 | $3,972-31.6% | $3,609-24.7% | $5,439-50.0% |
| Admin fee / account holder | $1,205 | $5,710-78.9% | $4,906-75.4% | $10,885-88.9% |