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 | $48,128 | $105,998-54.6% | $92,233-47.8% | $147,584-67.4% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 22.38% | 50.05%-27.7pp | 176.28%-153.9pp | 578.55%-556.2pp |
| Employer contribution / active EE | $2,108 | $4,333-51.4% | $3,679-42.7% | $4,876-56.8% |
| Participant deferral / active EE | $7,052 | $4,478+57.5% | $3,897+81.0% | $5,439+29.7% |
| Admin fee / account holder | $936 | $6,332-85.2% | $5,194-82.0% | $10,885-91.4% |