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 | $43,746 | $60,124-27.2% | $90,404-51.6% | $79,858-45.2% |
| Participation rate | 92.3% | 65.0%+27.3pp | 72.7%+19.6pp | 69.6%+22.7pp |
| Annual return | 14.65% | 71.94%-57.3pp | 1293.02%-1278.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $5,715 | $2,068+176.4% | $3,262+75.2% | $2,471+131.3% |
| Participant deferral / active EE | $9,472 | $2,938+222.4% | $3,963+139.0% | $3,740+153.3% |
| Admin fee / account holder | $6,156 | $3,976+54.8% | $5,611+9.7% | $5,306+16.0% |