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 | $32,504 | $85,202-61.9% | $172,739-81.2% | $72,985-55.5% |
| Participation rate | 91.1% | 70.1%+21.0pp | 82.6%+8.5pp | 69.5%+21.6pp |
| Annual return | 20.83% | 27.32%-6.5pp | 802.84%-782.0pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,447 | $3,324-56.5% | $5,143-71.9% | $2,440-40.7% |
| Participant deferral / active EE | $1,901 | $3,260-41.7% | $5,198-63.4% | $3,607-47.3% |
| Admin fee / account holder | $1,584 | $5,884-73.1% | $13,954-88.6% | $5,124-69.1% |