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 | $17,946 | $104,907-82.9% | $84,611-78.8% | $152,861-88.3% |
| Participation rate | 83.3% | 74.8%+8.5pp | 68.2%+15.1pp | 82.4%+0.9pp |
| Annual return | 16.67% | 373.79%-357.1pp | 258.74%-242.1pp | 345.32%-328.6pp |
| Employer contribution / active EE | $1,304 | $3,302-60.5% | $2,652-50.8% | $4,762-72.6% |
| Participant deferral / active EE | $2,741 | $4,688-41.5% | $3,899-29.7% | $5,850-53.2% |
| Admin fee / account holder | $32,784 | $6,241+425.3% | $4,912+567.4% | $11,596+182.7% |