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 | $39,985 | $57,281-30.2% | $86,612-53.8% | $75,163-46.8% |
| Participation rate | 85.1% | 63.2%+21.9pp | 71.7%+13.4pp | 67.2%+17.9pp |
| Annual return | 26.72% | 2670.75%-2644.0pp | 591.07%-564.3pp | 160.62%-133.9pp |
| Employer contribution / active EE | $1,664 | $2,314-28.1% | $3,022-44.9% | $2,670-37.7% |
| Participant deferral / active EE | $4,713 | $3,318+42.1% | $4,438+6.2% | $4,125+14.3% |
| Admin fee / account holder | $10,019 | $4,112+143.7% | $5,614+78.5% | $5,651+77.3% |