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 | $38,104 | $118,680-67.9% | $98,907-61.5% | $158,922-76.0% |
| Participation rate | 80.0% | 77.8%+2.2pp | 76.0%+4.0pp | 82.0%-2.0pp |
| Annual return | 12.47% | 372.35%-359.9pp | 196.43%-184.0pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,333 | $3,333-60.0% | $2,689-50.4% | $4,761-72.0% |
| Participant deferral / active EE | $3,821 | $5,088-24.9% | $4,244-10.0% | $5,982-36.1% |
| Admin fee / account holder | $2,260 | $10,131-77.7% | $6,642-66.0% | $11,246-79.9% |