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 | $23,618 | $99,020-76.1% | $86,590-72.7% | $147,584-84.0% |
| Participation rate | 77.8% | 76.3%+1.4pp | 73.5%+4.2pp | 82.8%-5.1pp |
| Annual return | 16.93% | 1312.34%-1295.4pp | 964.84%-947.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,273 | $3,132-59.4% | $2,839-55.2% | $4,876-73.9% |
| Participant deferral / active EE | $10,620 | $3,972+167.4% | $3,609+194.3% | $5,439+95.3% |
| Admin fee / account holder | $611 | $5,710-89.3% | $4,906-87.5% | $10,885-94.4% |