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 | $17,077 | $102,966-83.4% | $90,281-81.1% | $152,861-88.8% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.4%+6.4pp |
| Annual return | 17.20% | 95.16%-78.0pp | 78.10%-60.9pp | 345.32%-328.1pp |
| Employer contribution / active EE | $3,516 | $3,139+12.0% | $2,854+23.2% | $4,762-26.2% |
| Participant deferral / active EE | $1,585 | $4,281-63.0% | $3,885-59.2% | $5,850-72.9% |
| Admin fee / account holder | $49,332 | $6,171+699.5% | $5,351+821.9% | $11,596+325.4% |