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 | $31,690 | $144,119-78.0% | $117,854-73.1% | $147,584-78.5% |
| Participation rate | 85.0% | 83.4%+1.6pp | 79.7%+5.3pp | 82.8%+2.2pp |
| Annual return | 14.09% | 531.15%-517.1pp | 335.08%-321.0pp | 578.55%-564.5pp |
| Employer contribution / active EE | $3,388 | $4,896-30.8% | $3,786-10.5% | $4,876-30.5% |
| Participant deferral / active EE | $2,178 | $5,316-59.0% | $4,482-51.4% | $5,439-60.0% |
| Admin fee / account holder | $1,040 | $10,886-90.4% | $8,020-87.0% | $10,885-90.4% |