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 | $31,149 | $160,055-80.5% | $140,016-77.8% | $135,375-77.0% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | -1.10% | 911.38%-912.5pp | 651.12%-652.2pp | 519.73%-520.8pp |
| Employer contribution / active EE | $1,498 | $6,420-76.7% | $5,606-73.3% | $4,779-68.7% |
| Participant deferral / active EE | $3,112 | $7,642-59.3% | $6,927-55.1% | $5,609-44.5% |
| Admin fee / account holder | $10,759 | $13,328-19.3% | $10,705+0.5% | $10,827-0.6% |