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 | $33,027 | $105,998-68.8% | $92,233-64.2% | $147,584-77.6% |
| Participation rate | 81.0% | 80.4%+0.5pp | 76.5%+4.5pp | 82.8%-1.9pp |
| Annual return | 14.09% | 50.05%-36.0pp | 176.28%-162.2pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,271 | $4,333-70.7% | $3,679-65.5% | $4,876-73.9% |
| Participant deferral / active EE | $3,041 | $4,478-32.1% | $3,897-22.0% | $5,439-44.1% |
| Admin fee / account holder | $2,657 | $6,332-58.0% | $5,194-48.8% | $10,885-75.6% |