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 | $31,619 | $176,377-82.1% | $134,143-76.4% | $158,922-80.1% |
| Participation rate | 76.9% | 78.7%-1.8pp | 72.2%+4.7pp | 82.0%-5.0pp |
| Annual return | 14.04% | 63.63%-49.6pp | 36.33%-22.3pp | 302.83%-288.8pp |
| Employer contribution / active EE | $3,267 | $5,040-35.2% | $3,704-11.8% | $4,761-31.4% |
| Participant deferral / active EE | $5,974 | $4,091+46.0% | $3,499+70.7% | $5,982-0.1% |
| Admin fee / account holder | $385 | $8,718-95.6% | $6,684-94.2% | $11,246-96.6% |