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 | $15,496 | $99,020-84.4% | $86,590-82.1% | $147,584-89.5% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 10.59% | 1312.34%-1301.7pp | 964.84%-954.2pp | 578.55%-568.0pp |
| Employer contribution / active EE | $1,204 | $3,132-61.5% | $2,839-57.6% | $4,876-75.3% |
| Participant deferral / active EE | $3,220 | $3,972-18.9% | $3,609-10.8% | $5,439-40.8% |
| Admin fee / account holder | $2,216 | $5,710-61.2% | $4,906-54.8% | $10,885-79.6% |