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 | $53,945 | $202,318-73.3% | $172,739-68.8% | $152,861-64.7% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 24.13% | 1029.65%-1005.5pp | 802.84%-778.7pp | 345.32%-321.2pp |
| Employer contribution / active EE | $2,911 | $5,856-50.3% | $5,143-43.4% | $4,762-38.9% |
| Participant deferral / active EE | $3,955 | $5,948-33.5% | $5,198-23.9% | $5,850-32.4% |
| Admin fee / account holder | $3,844 | $17,109-77.5% | $13,954-72.5% | $11,596-66.9% |