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 | $32,117 | $107,015-70.0% | $73,545-56.3% | $147,584-78.2% |
| Participation rate | 95.8% | 66.4%+29.5pp | 54.9%+40.9pp | 82.8%+13.0pp |
| Annual return | 14.39% | 38.25%-23.9pp | -15.16%+29.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $952 | $1,760-45.9% | $1,219-21.9% | $4,876-80.5% |
| Participant deferral / active EE | $1,574 | $2,462-36.0% | $1,806-12.8% | $5,439-71.1% |
| Admin fee / account holder | $478 | $3,055-84.4% | $2,320-79.4% | $10,885-95.6% |