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 | $13,598 | $102,966-86.8% | $90,281-84.9% | $152,861-91.1% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.4%-4.7pp |
| Annual return | 23.45% | 95.16%-71.7pp | 78.10%-54.6pp | 345.32%-321.9pp |
| Employer contribution / active EE | $1,759 | $3,139-44.0% | $2,854-38.4% | $4,762-63.1% |
| Participant deferral / active EE | $2,154 | $4,281-49.7% | $3,885-44.5% | $5,850-63.2% |
| Admin fee / account holder | $1,176 | $6,171-80.9% | $5,351-78.0% | $11,596-89.9% |