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 | $29,964 | $157,256-80.9% | $141,162-78.8% | $152,861-80.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.01% | 64.32%-46.3pp | 71.39%-53.4pp | 345.32%-327.3pp |
| Employer contribution / active EE | $1,387 | $5,261-73.6% | $4,735-70.7% | $4,762-70.9% |
| Participant deferral / active EE | $2,514 | $7,109-64.6% | $6,709-62.5% | $5,850-57.0% |
| Admin fee / account holder | $12,381 | $12,120+2.2% | $10,261+20.7% | $11,596+6.8% |