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 | $62,990 | $99,020-36.4% | $86,590-27.3% | $147,584-57.3% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 15.79% | 1312.34%-1296.5pp | 964.84%-949.0pp | 578.55%-562.8pp |
| Employer contribution / active EE | $163 | $3,132-94.8% | $2,839-94.3% | $4,876-96.7% |
| Participant deferral / active EE | $1,634 | $3,972-58.9% | $3,609-54.7% | $5,439-70.0% |
| Admin fee / account holder | $907 | $5,710-84.1% | $4,906-81.5% | $10,885-91.7% |