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 | $35,052 | $114,047-69.3% | $96,139-63.5% | $167,490-79.1% |
| Participation rate | 80.0% | 75.1%+4.9pp | 68.4%+11.6pp | 82.1%-2.1pp |
| Annual return | 16.16% | 189.88%-173.7pp | 191.94%-175.8pp | 478.56%-462.4pp |
| Employer contribution / active EE | $1,595 | $3,427-53.4% | $2,797-43.0% | $4,837-67.0% |
| Participant deferral / active EE | $5,429 | $5,194+4.5% | $4,349+24.8% | $6,341-14.4% |
| Admin fee / account holder | $12,685 | $6,897+83.9% | $5,537+129.1% | $12,309+3.1% |