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 | $34,551 | $124,319-72.2% | $111,297-69.0% | $167,490-79.4% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 12.14% | 37.44%-25.3pp | 54.65%-42.5pp | 478.56%-466.4pp |
| Employer contribution / active EE | $1,481 | $3,435-56.9% | $2,731-45.8% | $4,837-69.4% |
| Participant deferral / active EE | $2,030 | $5,180-60.8% | $4,487-54.8% | $6,341-68.0% |
| Admin fee / account holder | $765 | $10,618-92.8% | $7,964-90.4% | $12,309-93.8% |