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 5-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 | $45,471 | $90,348-49.7% | $75,972-40.1% | $145,922-68.8% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.1%+19.8pp | 80.3%+8.6pp |
| Annual return | 14.64% | 620.88%-606.2pp | 359.55%-344.9pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,860 | $3,311-43.8% | $2,685-30.7% | $4,660-60.1% |
| Participant deferral / active EE | $2,282 | $5,162-55.8% | $4,255-46.4% | $6,688-65.9% |
| Admin fee / account holder | $605 | $8,467-92.9% | $6,467-90.6% | $13,397-95.5% |