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 | $45,055 | $159,901-71.8% | $146,958-69.3% | $145,922-69.1% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 9.67% | 98.13%-88.5pp | 418.34%-408.7pp | 561.29%-551.6pp |
| Employer contribution / active EE | $4,221 | $5,286-20.2% | $4,933-14.4% | $4,660-9.4% |
| Participant deferral / active EE | $3,840 | $8,428-54.4% | $8,070-52.4% | $6,688-42.6% |
| Admin fee / account holder | $39,081 | $15,044+159.8% | $12,998+200.7% | $13,397+191.7% |