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 | $26,185 | $99,652-73.7% | $78,778-66.8% | $147,584-82.3% |
| Participation rate | 91.3% | 76.2%+15.1pp | 69.2%+22.1pp | 82.8%+8.5pp |
| Annual return | 11.44% | 47.28%-35.8pp | 35.62%-24.2pp | 578.55%-567.1pp |
| Employer contribution / active EE | $3,380 | $2,796+20.9% | $1,986+70.2% | $4,876-30.7% |
| Participant deferral / active EE | $1,499 | $3,664-59.1% | $2,958-49.3% | $5,439-72.4% |
| Admin fee / account holder | $931 | $7,155-87.0% | $5,134-81.9% | $10,885-91.4% |