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 | $35,343 | $102,604-65.6% | $86,188-59.0% | $139,434-74.7% |
| Participation rate | 82.4% | 74.5%+7.9pp | 69.0%+13.4pp | 80.3%+2.0pp |
| Annual return | 16.62% | 1922.51%-1905.9pp | 1168.45%-1151.8pp | 372.94%-356.3pp |
| Employer contribution / active EE | $2,248 | $3,032-25.9% | $2,380-5.6% | $4,751-52.7% |
| Participant deferral / active EE | $2,735 | $4,676-41.5% | $3,985-31.4% | $6,710-59.2% |
| Admin fee / account holder | $1,899 | $8,657-78.1% | $6,852-72.3% | $11,403-83.4% |