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 | $21,702 | $99,020-78.1% | $86,590-74.9% | $147,584-85.3% |
| Participation rate | 78.6% | 76.3%+2.2pp | 73.5%+5.0pp | 82.8%-4.3pp |
| Annual return | 22.53% | 1312.34%-1289.8pp | 964.84%-942.3pp | 578.55%-556.0pp |
| Employer contribution / active EE | $1,188 | $3,132-62.1% | $2,839-58.2% | $4,876-75.6% |
| Participant deferral / active EE | $5,277 | $3,972+32.9% | $3,609+46.2% | $5,439-3.0% |
| Admin fee / account holder | $889 | $5,710-84.4% | $4,906-81.9% | $10,885-91.8% |