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 | $32,642 | $85,766-61.9% | $136,294-76.1% | $70,131-53.5% |
| Participation rate | 73.2% | 74.2%-0.9pp | 81.9%-8.7pp | 69.5%+3.7pp |
| Annual return | 20.13% | 31.45%-11.3pp | 5155.94%-5135.8pp | 73.14%-53.0pp |
| Employer contribution / active EE | $764 | $2,966-74.2% | $4,695-83.7% | $2,342-67.4% |
| Participant deferral / active EE | $2,574 | $5,051-49.0% | $6,247-58.8% | $3,332-22.8% |
| Admin fee / account holder | $2,251 | $5,420-58.5% | $9,243-75.6% | $4,645-51.5% |