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 | $26,634 | $90,600-70.6% | $79,464-66.5% | $135,375-80.3% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | 26.47% | 977.43%-951.0pp | 718.14%-691.7pp | 519.73%-493.3pp |
| Employer contribution / active EE | $1,440 | $3,068-53.1% | $2,800-48.6% | $4,779-69.9% |
| Participant deferral / active EE | $4,315 | $4,050+6.5% | $3,704+16.5% | $5,609-23.1% |
| Admin fee / account holder | $5,584 | $5,907-5.5% | $5,113+9.2% | $10,827-48.4% |