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 | $68,648 | $137,414-50.0% | $189,513-63.8% | $85,850-20.0% |
| Participation rate | 83.9% | 84.6%-0.7pp | 87.8%-3.9pp | 69.3%+14.6pp |
| Annual return | 17.49% | 38.14%-20.7pp | 555.15%-537.7pp | 318.53%-301.0pp |
| Employer contribution / active EE | $1,529 | $4,344-64.8% | $6,162-75.2% | $2,565-40.4% |
| Participant deferral / active EE | $3,821 | $6,260-39.0% | $8,221-53.5% | $3,952-3.3% |
| Admin fee / account holder | $987 | $8,630-88.6% | $12,045-91.8% | $6,260-84.2% |