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 | $44,990 | $105,998-57.6% | $92,233-51.2% | $147,584-69.5% |
| Participation rate | 70.0% | 80.4%-10.4pp | 76.5%-6.5pp | 82.8%-12.8pp |
| Annual return | 15.21% | 50.05%-34.8pp | 176.28%-161.1pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,765 | $4,333-59.3% | $3,679-52.0% | $4,876-63.8% |
| Participant deferral / active EE | $6,446 | $4,478+44.0% | $3,897+65.4% | $5,439+18.5% |
| Admin fee / account holder | $1,421 | $6,332-77.6% | $5,194-72.6% | $10,885-87.0% |