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 | $39,367 | $104,907-62.5% | $84,611-53.5% | $152,861-74.2% |
| Participation rate | 76.9% | 74.8%+2.1pp | 68.2%+8.7pp | 82.4%-5.5pp |
| Annual return | 18.60% | 373.79%-355.2pp | 258.74%-240.1pp | 345.32%-326.7pp |
| Employer contribution / active EE | $1,226 | $3,302-62.9% | $2,652-53.8% | $4,762-74.3% |
| Participant deferral / active EE | $2,971 | $4,688-36.6% | $3,899-23.8% | $5,850-49.2% |
| Admin fee / account holder | $17,233 | $6,241+176.1% | $4,912+250.8% | $11,596+48.6% |