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 | $47,525 | $126,574-62.5% | $106,213-55.3% | $145,922-67.4% |
| Participation rate | 71.4% | 77.6%-6.2pp | 75.3%-3.9pp | 80.3%-8.8pp |
| Annual return | 11.93% | 224.79%-212.9pp | 116.14%-104.2pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,833 | $3,730-50.9% | $3,171-42.2% | $4,660-60.7% |
| Participant deferral / active EE | $9,549 | $5,724+66.8% | $5,016+90.4% | $6,688+42.8% |
| Admin fee / account holder | $506 | $17,304-97.1% | $11,033-95.4% | $13,397-96.2% |