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 | $58,672 | $105,998-44.6% | $92,233-36.4% | $147,584-60.2% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 14.93% | 50.05%-35.1pp | 176.28%-161.3pp | 578.55%-563.6pp |
| Employer contribution / active EE | $776 | $4,333-82.1% | $3,679-78.9% | $4,876-84.1% |
| Participant deferral / active EE | $5,728 | $4,478+27.9% | $3,897+47.0% | $5,439+5.3% |
| Admin fee / account holder | $656 | $6,332-89.6% | $5,194-87.4% | $10,885-94.0% |