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 | $35,165 | $98,750-64.4% | $149,696-76.5% | $79,858-56.0% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.5%+10.4pp | 69.6%+23.2pp |
| Annual return | 19.36% | 27.43%-8.1pp | 276.60%-257.2pp | 31.71%-12.4pp |
| Employer contribution / active EE | $4,039 | $3,216+25.6% | $4,644-13.0% | $2,471+63.5% |
| Participant deferral / active EE | $4,535 | $5,680-20.2% | $6,842-33.7% | $3,740+21.3% |
| Admin fee / account holder | $1,124 | $6,053-81.4% | $9,309-87.9% | $5,306-78.8% |