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 | $81,522 | $185,200-56.0% | $142,863-42.9% | $167,490-51.3% |
| Participation rate | 85.7% | 78.4%+7.3pp | 71.9%+13.8pp | 82.1%+3.6pp |
| Annual return | 25.25% | 8555.70%-8530.4pp | 5637.54%-5612.3pp | 478.56%-453.3pp |
| Employer contribution / active EE | $689 | $5,604-87.7% | $4,144-83.4% | $4,837-85.8% |
| Participant deferral / active EE | $689 | $4,494-84.7% | $3,837-82.0% | $6,341-89.1% |
| Admin fee / account holder | $2,632 | $8,031-67.2% | $6,560-59.9% | $12,309-78.6% |