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 | $39,274 | $99,020-60.3% | $86,590-54.6% | $147,584-73.4% |
| Participation rate | 94.4% | 76.3%+18.1pp | 73.5%+20.9pp | 82.8%+11.6pp |
| Annual return | 10.53% | 1312.34%-1301.8pp | 964.84%-954.3pp | 578.55%-568.0pp |
| Employer contribution / active EE | $2,040 | $3,132-34.9% | $2,839-28.1% | $4,876-58.2% |
| Participant deferral / active EE | $3,559 | $3,972-10.4% | $3,609-1.4% | $5,439-34.6% |
| Admin fee / account holder | $1,042 | $5,710-81.8% | $4,906-78.8% | $10,885-90.4% |