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 | $24,055 | $105,998-77.3% | $92,233-73.9% | $147,584-83.7% |
| Participation rate | 73.3% | 80.4%-7.1pp | 76.5%-3.1pp | 82.8%-9.5pp |
| Annual return | 17.12% | 50.05%-32.9pp | 176.28%-159.2pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,402 | $4,333-67.6% | $3,679-61.9% | $4,876-71.3% |
| Participant deferral / active EE | $2,852 | $4,478-36.3% | $3,897-26.8% | $5,439-47.6% |
| Admin fee / account holder | $3,357 | $6,332-47.0% | $5,194-35.4% | $10,885-69.2% |