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 | $32,295 | $99,652-67.6% | $78,778-59.0% | $147,584-78.1% |
| Participation rate | 73.9% | 76.2%-2.3pp | 69.2%+4.7pp | 82.8%-8.9pp |
| Annual return | 14.23% | 47.28%-33.1pp | 35.62%-21.4pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,277 | $2,796-54.3% | $1,986-35.7% | $4,876-73.8% |
| Participant deferral / active EE | $2,427 | $3,664-33.8% | $2,958-18.0% | $5,439-55.4% |
| Admin fee / account holder | $843 | $7,155-88.2% | $5,134-83.6% | $10,885-92.3% |