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 | $28,007 | $85,766-67.3% | $136,294-79.5% | $70,131-60.1% |
| Participation rate | 74.0% | 74.2%-0.2pp | 81.9%-7.9pp | 69.5%+4.5pp |
| Annual return | 67.54% | 31.45%+36.1pp | 5155.94%-5088.4pp | 73.14%-5.6pp |
| Employer contribution / active EE | $750 | $2,966-74.7% | $4,695-84.0% | $2,342-68.0% |
| Participant deferral / active EE | $2,330 | $5,051-53.9% | $6,247-62.7% | $3,332-30.1% |
| Admin fee / account holder | $1,905 | $5,420-64.9% | $9,243-79.4% | $4,645-59.0% |