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 | $33,142 | $100,852-67.1% | $90,404-63.3% | $158,922-79.1% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 15.45% | 1724.20%-1708.8pp | 1293.02%-1277.6pp | 302.83%-287.4pp |
| Employer contribution / active EE | $2,424 | $3,689-34.3% | $3,262-25.7% | $4,761-49.1% |
| Participant deferral / active EE | $5,700 | $4,348+31.1% | $3,963+43.8% | $5,982-4.7% |
| Admin fee / account holder | $4,341 | $6,501-33.2% | $5,611-22.6% | $11,246-61.4% |