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 | $27,805 | $105,998-73.8% | $92,233-69.9% | $147,584-81.2% |
| Participation rate | 95.5% | 80.4%+15.0pp | 76.5%+19.0pp | 82.8%+12.6pp |
| Annual return | 12.09% | 50.05%-38.0pp | 176.28%-164.2pp | 578.55%-566.5pp |
| Employer contribution / active EE | $1,475 | $4,333-66.0% | $3,679-59.9% | $4,876-69.8% |
| Participant deferral / active EE | $2,615 | $4,478-41.6% | $3,897-32.9% | $5,439-51.9% |
| Admin fee / account holder | $4,092 | $6,332-35.4% | $5,194-21.2% | $10,885-62.4% |