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 | $38,508 | $105,998-63.7% | $92,233-58.2% | $147,584-73.9% |
| Participation rate | 78.9% | 80.4%-1.5pp | 76.5%+2.5pp | 82.8%-3.9pp |
| Annual return | 13.69% | 50.05%-36.4pp | 176.28%-162.6pp | 578.55%-564.9pp |
| Employer contribution / active EE | $2,587 | $4,333-40.3% | $3,679-29.7% | $4,876-46.9% |
| Participant deferral / active EE | $8,285 | $4,478+85.0% | $3,897+112.6% | $5,439+52.3% |
| Admin fee / account holder | $685 | $6,332-89.2% | $5,194-86.8% | $10,885-93.7% |