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 | $34,717 | $102,604-66.2% | $86,188-59.7% | $139,434-75.1% |
| Participation rate | 70.8% | 74.5%-3.7pp | 69.0%+1.9pp | 80.3%-9.5pp |
| Annual return | 14.95% | 1922.51%-1907.6pp | 1168.45%-1153.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,249 | $3,032-58.8% | $2,380-47.5% | $4,751-73.7% |
| Participant deferral / active EE | $1,729 | $4,676-63.0% | $3,985-56.6% | $6,710-74.2% |
| Admin fee / account holder | $2,017 | $8,657-76.7% | $6,852-70.6% | $11,403-82.3% |