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 | $76,790 | $102,966-25.4% | $90,281-14.9% | $152,861-49.8% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 15.52% | 95.16%-79.6pp | 78.10%-62.6pp | 345.32%-329.8pp |
| Employer contribution / active EE | $1,300 | $3,139-58.6% | $2,854-54.4% | $4,762-72.7% |
| Participant deferral / active EE | $2,281 | $4,281-46.7% | $3,885-41.3% | $5,850-61.0% |
| Admin fee / account holder | $1,967 | $6,171-68.1% | $5,351-63.2% | $11,596-83.0% |