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 | $27,099 | $99,020-72.6% | $86,590-68.7% | $147,584-81.6% |
| Participation rate | 92.3% | 76.3%+16.0pp | 73.5%+18.8pp | 82.8%+9.5pp |
| Annual return | 12.61% | 1312.34%-1299.7pp | 964.84%-952.2pp | 578.55%-565.9pp |
| Employer contribution / active EE | $2,119 | $3,132-32.3% | $2,839-25.4% | $4,876-56.5% |
| Participant deferral / active EE | $3,163 | $3,972-20.4% | $3,609-12.3% | $5,439-41.8% |
| Admin fee / account holder | $3,763 | $5,710-34.1% | $4,906-23.3% | $10,885-65.4% |