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 | $30,035 | $228,332-86.8% | $185,823-83.8% | $158,922-81.1% |
| Participation rate | 92.9% | 82.3%+10.6pp | 78.0%+14.8pp | 82.0%+10.9pp |
| Annual return | 15.45% | 40.80%-25.4pp | 35.95%-20.5pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,042 | $4,967-79.0% | $4,087-74.5% | $4,761-78.1% |
| Participant deferral / active EE | $3,877 | $6,415-39.6% | $5,632-31.2% | $5,982-35.2% |
| Admin fee / account holder | $2,548 | $11,864-78.5% | $9,500-73.2% | $11,246-77.3% |