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 | $40,931 | $157,256-74.0% | $141,162-71.0% | $152,861-73.2% |
| Participation rate | 95.5% | 84.8%+10.6pp | 82.5%+13.0pp | 82.4%+13.0pp |
| Annual return | 22.23% | 64.32%-42.1pp | 71.39%-49.2pp | 345.32%-323.1pp |
| Employer contribution / active EE | $3,608 | $5,261-31.4% | $4,735-23.8% | $4,762-24.2% |
| Participant deferral / active EE | $6,223 | $7,109-12.5% | $6,709-7.2% | $5,850+6.4% |
| Admin fee / account holder | $725 | $12,120-94.0% | $10,261-92.9% | $11,596-93.7% |