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 | $30,053 | $111,754-73.1% | $103,333-70.9% | $145,922-79.4% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 10.25% | 24.77%-14.5pp | 24.88%-14.6pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,156 | $4,212-48.8% | $3,868-44.3% | $4,660-53.7% |
| Participant deferral / active EE | $3,214 | $5,619-42.8% | $5,057-36.5% | $6,688-51.9% |
| Admin fee / account holder | $18,184 | $9,750+86.5% | $8,355+117.6% | $13,397+35.7% |