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 | $37,735 | $99,020-61.9% | $86,590-56.4% | $147,584-74.4% |
| Participation rate | 73.3% | 76.3%-3.0pp | 73.5%-0.2pp | 82.8%-9.5pp |
| Annual return | 13.86% | 1312.34%-1298.5pp | 964.84%-951.0pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,648 | $3,132-47.4% | $2,839-42.0% | $4,876-66.2% |
| Participant deferral / active EE | $3,593 | $3,972-9.5% | $3,609-0.4% | $5,439-33.9% |
| Admin fee / account holder | $7,628 | $5,710+33.6% | $4,906+55.5% | $10,885-29.9% |