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 | $61,883 | $171,865-64.0% | $149,718-58.7% | $147,584-58.1% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 26.27% | 2113.22%-2086.9pp | 1501.63%-1475.4pp | 578.55%-552.3pp |
| Employer contribution / active EE | $1,536 | $6,275-75.5% | $5,445-71.8% | $4,876-68.5% |
| Participant deferral / active EE | $7,620 | $7,271+4.8% | $6,569+16.0% | $5,439+40.1% |
| Admin fee / account holder | $3,100 | $13,799-77.5% | $11,283-72.5% | $10,885-71.5% |