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 | $33,311 | $106,890-68.8% | $84,015-60.4% | $152,861-78.2% |
| Participation rate | 95.5% | 75.2%+20.2pp | 69.0%+26.4pp | 82.4%+13.0pp |
| Annual return | 16.83% | 104.99%-88.2pp | 71.31%-54.5pp | 345.32%-328.5pp |
| Employer contribution / active EE | $4,331 | $2,734+58.4% | $1,983+118.4% | $4,762-9.1% |
| Participant deferral / active EE | $991 | $4,011-75.3% | $3,239-69.4% | $5,850-83.1% |
| Admin fee / account holder | $2,321 | $8,285-72.0% | $6,101-61.9% | $11,596-80.0% |