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 | $24,132 | $101,069-76.1% | $81,478-70.4% | $147,584-83.6% |
| Participation rate | 81.8% | 74.5%+7.4pp | 68.0%+13.9pp | 82.8%-1.0pp |
| Annual return | 21.18% | 32.40%-11.2pp | 38.78%-17.6pp | 578.55%-557.4pp |
| Employer contribution / active EE | $2,137 | $3,205-33.3% | $2,568-16.8% | $4,876-56.2% |
| Participant deferral / active EE | $5,576 | $4,242+31.5% | $3,537+57.7% | $5,439+2.5% |
| Admin fee / account holder | $510 | $5,812-91.2% | $4,561-88.8% | $10,885-95.3% |