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 | $15,715 | $76,000-79.3% | $154,107-89.8% | $64,186-75.5% |
| Participation rate | 96.4% | 70.4%+26.0pp | 83.0%+13.4pp | 69.6%+26.9pp |
| Annual return | 4.90% | 30.32%-25.4pp | 735.12%-730.2pp | 7.63%-2.7pp |
| Employer contribution / active EE | $1,067 | $3,351-68.2% | $5,298-79.9% | $2,381-55.2% |
| Participant deferral / active EE | $1,243 | $3,175-60.9% | $5,081-75.5% | $3,470-64.2% |
| Admin fee / account holder | $1,548 | $5,596-72.3% | $13,411-88.5% | $4,888-68.3% |