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 | $22,069 | $104,907-79.0% | $84,611-73.9% | $152,861-85.6% |
| Participation rate | 79.2% | 74.8%+4.3pp | 68.2%+10.9pp | 82.4%-3.3pp |
| Annual return | 28.49% | 373.79%-345.3pp | 258.74%-230.3pp | 345.32%-316.8pp |
| Employer contribution / active EE | $3,450 | $3,302+4.5% | $2,652+30.1% | $4,762-27.5% |
| Participant deferral / active EE | $5,817 | $4,688+24.1% | $3,899+49.2% | $5,850-0.6% |
| Admin fee / account holder | $514 | $6,241-91.8% | $4,912-89.5% | $11,596-95.6% |