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 | $27,224 | $232,540-88.3% | $185,117-85.3% | $147,584-81.6% |
| Participation rate | 86.7% | 82.4%+4.3pp | 77.3%+9.4pp | 82.8%+3.8pp |
| Annual return | 40.87% | 43.03%-2.2pp | 40.50%+0.4pp | 578.55%-537.7pp |
| Employer contribution / active EE | $2,249 | $5,195-56.7% | $4,182-46.2% | $4,876-53.9% |
| Participant deferral / active EE | $2,756 | $5,834-52.8% | $5,045-45.4% | $5,439-49.3% |
| Admin fee / account holder | $569 | $10,275-94.5% | $8,159-93.0% | $10,885-94.8% |