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 | $54,319 | $117,381-53.7% | $99,443-45.4% | $152,861-64.5% |
| Participation rate | 87.5% | 77.5%+10.0pp | 73.8%+13.7pp | 82.4%+5.1pp |
| Annual return | 19.66% | 31.87%-12.2pp | 30.72%-11.1pp | 345.32%-325.7pp |
| Employer contribution / active EE | $1,450 | $3,013-51.9% | $2,540-42.9% | $4,762-69.5% |
| Participant deferral / active EE | $6,984 | $4,086+70.9% | $3,619+93.0% | $5,850+19.4% |
| Admin fee / account holder | $819 | $7,631-89.3% | $6,250-86.9% | $11,596-92.9% |