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 | $57,927 | $232,540-75.1% | $185,117-68.7% | $147,584-60.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 14.85% | 43.03%-28.2pp | 40.50%-25.6pp | 578.55%-563.7pp |
| Employer contribution / active EE | $846 | $5,195-83.7% | $4,182-79.8% | $4,876-82.6% |
| Participant deferral / active EE | $3,060 | $5,834-47.5% | $5,045-39.3% | $5,439-43.7% |
| Admin fee / account holder | $8,674 | $10,275-15.6% | $8,159+6.3% | $10,885-20.3% |