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 | $39,091 | $157,256-75.1% | $141,162-72.3% | $152,861-74.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.06% | 64.32%-44.3pp | 71.39%-51.3pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,786 | $5,261-66.0% | $4,735-62.3% | $4,762-62.5% |
| Participant deferral / active EE | $3,365 | $7,109-52.7% | $6,709-49.8% | $5,850-42.5% |
| Admin fee / account holder | $12,104 | $12,120-0.1% | $10,261+18.0% | $11,596+4.4% |