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 | $25,772 | $85,766-70.0% | $136,294-81.1% | $70,131-63.3% |
| Participation rate | 71.4% | 74.2%-2.7pp | 81.9%-10.5pp | 69.5%+1.9pp |
| Annual return | 18.55% | 31.45%-12.9pp | 5155.94%-5137.4pp | 73.14%-54.6pp |
| Employer contribution / active EE | $1,684 | $2,966-43.2% | $4,695-64.1% | $2,342-28.1% |
| Participant deferral / active EE | $2,627 | $5,051-48.0% | $6,247-57.9% | $3,332-21.1% |
| Admin fee / account holder | $410 | $5,420-92.4% | $9,243-95.6% | $4,645-91.2% |