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 | $37,997 | $154,117-75.3% | $129,995-70.8% | $139,434-72.7% |
| Participation rate | 72.7% | 82.0%-9.2pp | 78.5%-5.8pp | 80.3%-7.6pp |
| Annual return | 11.22% | 32.48%-21.3pp | -137.18%+148.4pp | 372.94%-361.7pp |
| Employer contribution / active EE | $1,529 | $5,289-71.1% | $4,320-64.6% | $4,751-67.8% |
| Participant deferral / active EE | $2,510 | $6,710-62.6% | $5,820-56.9% | $6,710-62.6% |
| Admin fee / account holder | $1,363 | $14,007-90.3% | $10,614-87.2% | $11,403-88.0% |