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 | $59,146 | $149,040-60.3% | $120,225-50.8% | $137,256-56.9% |
| Participation rate | 92.3% | 75.4%+16.9pp | 69.6%+22.7pp | 80.0%+12.3pp |
| Annual return | 21.81% | 605.68%-583.9pp | 439.23%-417.4pp | 220.34%-198.5pp |
| Employer contribution / active EE | $3,922 | $4,350-9.8% | $3,475+12.9% | $4,156-5.6% |
| Participant deferral / active EE | $5,432 | $4,655+16.7% | $3,999+35.8% | $6,407-15.2% |
| Admin fee / account holder | $5,457 | $6,348-14.0% | $5,696-4.2% | $12,270-55.5% |