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 | $40,121 | $144,119-72.2% | $117,854-66.0% | $147,584-72.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.67% | 531.15%-512.5pp | 335.08%-316.4pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,872 | $4,896-61.8% | $3,786-50.6% | $4,876-61.6% |
| Participant deferral / active EE | $3,662 | $5,316-31.1% | $4,482-18.3% | $5,439-32.7% |
| Admin fee / account holder | $418 | $10,886-96.2% | $8,020-94.8% | $10,885-96.2% |