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 | $33,789 | $202,318-83.3% | $172,739-80.4% | $152,861-77.9% |
| Participation rate | 84.6% | 87.1%-2.4pp | 82.6%+2.0pp | 82.4%+2.2pp |
| Annual return | 29.74% | 1029.65%-999.9pp | 802.84%-773.1pp | 345.32%-315.6pp |
| Employer contribution / active EE | $1,704 | $5,856-70.9% | $5,143-66.9% | $4,762-64.2% |
| Participant deferral / active EE | $4,058 | $5,948-31.8% | $5,198-21.9% | $5,850-30.6% |
| Admin fee / account holder | $1,195 | $17,109-93.0% | $13,954-91.4% | $11,596-89.7% |