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 | $44,951 | $202,318-77.8% | $172,739-74.0% | $152,861-70.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.68% | 1029.65%-1007.0pp | 802.84%-780.2pp | 345.32%-322.6pp |
| Employer contribution / active EE | $1,325 | $5,856-77.4% | $5,143-74.2% | $4,762-72.2% |
| Participant deferral / active EE | $2,492 | $5,948-58.1% | $5,198-52.0% | $5,850-57.4% |
| Admin fee / account holder | $837 | $17,109-95.1% | $13,954-94.0% | $11,596-92.8% |