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 | $42,767 | $99,020-56.8% | $86,590-50.6% | $147,584-71.0% |
| Participation rate | 76.2% | 76.3%-0.2pp | 73.5%+2.6pp | 82.8%-6.6pp |
| Annual return | 12.06% | 1312.34%-1300.3pp | 964.84%-952.8pp | 578.55%-566.5pp |
| Employer contribution / active EE | $276 | $3,132-91.2% | $2,839-90.3% | $4,876-94.3% |
| Participant deferral / active EE | $1,941 | $3,972-51.1% | $3,609-46.2% | $5,439-64.3% |
| Admin fee / account holder | $8,801 | $5,710+54.1% | $4,906+79.4% | $10,885-19.1% |