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 | $32,913 | $198,466-83.4% | $170,442-80.7% | $147,584-77.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.26% | 257.29%-245.0pp | 205.93%-193.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $2,956 | $6,184-52.2% | $5,433-45.6% | $4,876-39.4% |
| Participant deferral / active EE | $2,265 | $5,629-59.8% | $4,939-54.1% | $5,439-58.4% |
| Admin fee / account holder | $13,808 | $16,852-18.1% | $13,880-0.5% | $10,885+26.9% |