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 | $28,341 | $85,202-66.7% | $172,739-83.6% | $72,985-61.2% |
| Participation rate | 73.3% | 70.1%+3.3pp | 82.6%-9.3pp | 69.5%+3.8pp |
| Annual return | 45.41% | 27.32%+18.1pp | 802.84%-757.4pp | 81.00%-35.6pp |
| Employer contribution / active EE | $1,551 | $3,324-53.3% | $5,143-69.8% | $2,440-36.4% |
| Participant deferral / active EE | $3,491 | $3,260+7.1% | $5,198-32.8% | $3,607-3.2% |
| Admin fee / account holder | $787 | $5,884-86.6% | $13,954-94.4% | $5,124-84.6% |