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 | $45,349 | $176,056-74.2% | $159,436-71.6% | $167,490-72.9% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 15.43% | 331.75%-316.3pp | 263.57%-248.1pp | 478.56%-463.1pp |
| Employer contribution / active EE | $4,545 | $5,297-14.2% | $4,829-5.9% | $4,837-6.0% |
| Participant deferral / active EE | $10,200 | $7,750+31.6% | $7,352+38.7% | $6,341+60.9% |
| Admin fee / account holder | $321 | $12,554-97.4% | $10,799-97.0% | $12,309-97.4% |