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 | $92,328 | $96,305-4.1% | $80,569+14.6% | $139,434-33.8% |
| Participation rate | 70.8% | 73.6%-2.8pp | 67.0%+3.8pp | 80.3%-9.5pp |
| Annual return | 15.67% | 1350.08%-1334.4pp | 935.43%-919.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $1,902 | $3,262-41.7% | $2,723-30.2% | $4,751-60.0% |
| Participant deferral / active EE | $4,414 | $5,232-15.6% | $4,447-0.8% | $6,710-34.2% |
| Admin fee / account holder | $471 | $6,599-92.9% | $5,377-91.2% | $11,403-95.9% |