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 | $57,169 | $105,998-46.1% | $92,233-38.0% | $147,584-61.3% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 18.70% | 50.05%-31.3pp | 176.28%-157.6pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,422 | $4,333-67.2% | $3,679-61.4% | $4,876-70.8% |
| Participant deferral / active EE | $8,400 | $4,478+87.6% | $3,897+115.6% | $5,439+54.4% |
| Admin fee / account holder | $533 | $6,332-91.6% | $5,194-89.7% | $10,885-95.1% |