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 | $53,026 | $202,318-73.8% | $172,739-69.3% | $152,861-65.3% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.4%+10.9pp |
| Annual return | 20.12% | 1029.65%-1009.5pp | 802.84%-782.7pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,507 | $5,856-74.3% | $5,143-70.7% | $4,762-68.3% |
| Participant deferral / active EE | $4,556 | $5,948-23.4% | $5,198-12.3% | $5,850-22.1% |
| Admin fee / account holder | $3,757 | $17,109-78.0% | $13,954-73.1% | $11,596-67.6% |