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 | $34,990 | $102,317-65.8% | $146,958-76.2% | $80,856-56.7% |
| Participation rate | 76.7% | 75.8%+0.8pp | 82.2%-5.5pp | 67.6%+9.0pp |
| Annual return | 29.93% | 134.76%-104.8pp | 418.34%-388.4pp | 35.59%-5.7pp |
| Employer contribution / active EE | $4,270 | $3,713+15.0% | $4,933-13.4% | $2,755+55.0% |
| Participant deferral / active EE | $11,079 | $6,644+66.8% | $8,070+37.3% | $4,296+157.9% |
| Admin fee / account holder | $17,802 | $7,941+124.2% | $12,998+37.0% | $6,918+157.3% |