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 | $22,015 | $77,419-71.6% | $69,455-68.3% | $152,861-85.6% |
| Participation rate | 94.7% | 78.1%+16.6pp | 74.6%+20.1pp | 82.4%+12.3pp |
| Annual return | 20.40% | 39.06%-18.7pp | 28.97%-8.6pp | 345.32%-324.9pp |
| Employer contribution / active EE | $2,533 | $3,315-23.6% | $2,779-8.8% | $4,762-46.8% |
| Participant deferral / active EE | $5,741 | $4,414+30.1% | $3,535+62.4% | $5,850-1.9% |
| Admin fee / account holder | $11,994 | $6,207+93.2% | $3,839+212.4% | $11,596+3.4% |