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 | $23,482 | $88,751-73.5% | $81,812-71.3% | $145,922-83.9% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.3%-2.3pp | 80.3%-10.3pp |
| Annual return | 18.69% | 1025.40%-1006.7pp | 773.79%-755.1pp | 561.29%-542.6pp |
| Employer contribution / active EE | $1,076 | $3,083-65.1% | $2,912-63.1% | $4,660-76.9% |
| Participant deferral / active EE | $1,338 | $4,643-71.2% | $4,319-69.0% | $6,688-80.0% |
| Admin fee / account holder | $2,894 | $8,415-65.6% | $7,386-60.8% | $13,397-78.4% |