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 | $34,447 | $106,890-67.8% | $84,015-59.0% | $152,861-77.5% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 25.45% | 104.99%-79.5pp | 71.31%-45.9pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,536 | $2,734-43.8% | $1,983-22.6% | $4,762-67.8% |
| Participant deferral / active EE | $1,901 | $4,011-52.6% | $3,239-41.3% | $5,850-67.5% |
| Admin fee / account holder | $6,611 | $8,285-20.2% | $6,101+8.4% | $11,596-43.0% |