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 | $19,366 | $88,751-78.2% | $81,812-76.3% | $145,922-86.7% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 10.54% | 1025.40%-1014.9pp | 773.79%-763.3pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,682 | $3,083-45.5% | $2,912-42.3% | $4,660-63.9% |
| Participant deferral / active EE | $856 | $4,643-81.6% | $4,319-80.2% | $6,688-87.2% |
| Admin fee / account holder | $2,931 | $8,415-65.2% | $7,386-60.3% | $13,397-78.1% |