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 | $27,369 | $99,020-72.4% | $86,590-68.4% | $147,584-81.5% |
| Participation rate | 85.0% | 76.3%+8.7pp | 73.5%+11.5pp | 82.8%+2.2pp |
| Annual return | 15.60% | 1312.34%-1296.7pp | 964.84%-949.2pp | 578.55%-562.9pp |
| Employer contribution / active EE | $750 | $3,132-76.1% | $2,839-73.6% | $4,876-84.6% |
| Participant deferral / active EE | $3,452 | $3,972-13.1% | $3,609-4.3% | $5,439-36.5% |
| Admin fee / account holder | $546 | $5,710-90.4% | $4,906-88.9% | $10,885-95.0% |