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 | $61,116 | $148,534-58.9% | $135,903-55.0% | $139,434-56.2% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 13.28% | 79.19%-65.9pp | 68.23%-55.0pp | 372.94%-359.7pp |
| Employer contribution / active EE | $14,407 | $5,243+174.8% | $4,856+196.7% | $4,751+203.2% |
| Participant deferral / active EE | $10,878 | $8,100+34.3% | $7,758+40.2% | $6,710+62.1% |
| Admin fee / account holder | $54,939 | $12,400+343.1% | $10,762+410.5% | $11,403+381.8% |