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 | $22,047 | $156,846-85.9% | $121,098-81.8% | $139,434-84.2% |
| Participation rate | 83.3% | 76.4%+6.9pp | 69.5%+13.8pp | 80.3%+3.0pp |
| Annual return | 16.98% | 1474.56%-1457.6pp | 985.75%-968.8pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,183 | $5,536-78.6% | $4,164-71.6% | $4,751-75.1% |
| Participant deferral / active EE | $1,924 | $4,844-60.3% | $4,080-52.8% | $6,710-71.3% |
| Admin fee / account holder | $1,283 | $6,946-81.5% | $5,644-77.3% | $11,403-88.8% |