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 | $47,708 | $95,416-50.0% | $185,823-74.3% | $85,850-44.4% |
| Participation rate | 95.9% | 68.8%+27.2pp | 81.7%+14.2pp | 69.3%+26.6pp |
| Annual return | 26.99% | 23.59%+3.4pp | 122.05%-95.1pp | 318.53%-291.5pp |
| Employer contribution / active EE | $937 | $3,314-71.7% | $5,167-81.9% | $2,565-63.5% |
| Participant deferral / active EE | $8,303 | $3,423+142.5% | $5,568+49.1% | $3,952+110.1% |
| Admin fee / account holder | $4,782 | $7,213-33.7% | $16,237-70.5% | $6,260-23.6% |