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 | $58,561 | $88,751-34.0% | $81,812-28.4% | $145,922-59.9% |
| Participation rate | 89.5% | 75.0%+14.4pp | 72.3%+17.1pp | 80.3%+9.2pp |
| Annual return | 14.72% | 1025.40%-1010.7pp | 773.79%-759.1pp | 561.29%-546.6pp |
| Employer contribution / active EE | $6,518 | $3,083+111.4% | $2,912+123.8% | $4,660+39.9% |
| Participant deferral / active EE | $8,508 | $4,643+83.2% | $4,319+97.0% | $6,688+27.2% |
| Admin fee / account holder | $14,564 | $8,415+73.1% | $7,386+97.2% | $13,397+8.7% |