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 | $38,854 | $118,680-67.3% | $98,907-60.7% | $158,922-75.6% |
| Participation rate | 78.3% | 77.8%+0.4pp | 76.0%+2.2pp | 82.0%-3.7pp |
| Annual return | 13.32% | 372.35%-359.0pp | 196.43%-183.1pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,487 | $3,333-55.4% | $2,689-44.7% | $4,761-68.8% |
| Participant deferral / active EE | $2,977 | $5,088-41.5% | $4,244-29.8% | $5,982-50.2% |
| Admin fee / account holder | $1,234 | $10,131-87.8% | $6,642-81.4% | $11,246-89.0% |