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 | $56,566 | $88,751-36.3% | $81,812-30.9% | $145,922-61.2% |
| Participation rate | 87.0% | 75.0%+11.9pp | 72.3%+14.6pp | 80.3%+6.7pp |
| Annual return | 15.52% | 1025.40%-1009.9pp | 773.79%-758.3pp | 561.29%-545.8pp |
| Employer contribution / active EE | $1,087 | $3,083-64.7% | $2,912-62.7% | $4,660-76.7% |
| Participant deferral / active EE | $3,338 | $4,643-28.1% | $4,319-22.7% | $6,688-50.1% |
| Admin fee / account holder | $5,060 | $8,415-39.9% | $7,386-31.5% | $13,397-62.2% |