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 | $28,175 | $85,202-66.9% | $172,739-83.7% | $72,985-61.4% |
| Participation rate | 75.0% | 70.1%+4.9pp | 82.6%-7.6pp | 69.5%+5.5pp |
| Annual return | 24.44% | 27.32%-2.9pp | 802.84%-778.4pp | 81.00%-56.6pp |
| Employer contribution / active EE | $1,779 | $3,324-46.5% | $5,143-65.4% | $2,440-27.1% |
| Participant deferral / active EE | $2,371 | $3,260-27.3% | $5,198-54.4% | $3,607-34.3% |
| Admin fee / account holder | $526 | $5,884-91.1% | $13,954-96.2% | $5,124-89.7% |