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 | $75,489 | $180,749-58.2% | $160,784-53.0% | $137,256-45.0% |
| Participation rate | 93.3% | 80.0%+13.4pp | 77.0%+16.4pp | 80.0%+13.4pp |
| Annual return | 11.61% | 2234.46%-2222.9pp | 1803.92%-1792.3pp | 220.34%-208.7pp |
| Employer contribution / active EE | $14,442 | $4,155+247.6% | $3,733+286.9% | $4,156+247.5% |
| Participant deferral / active EE | $24,130 | $6,844+252.6% | $6,293+283.5% | $6,407+276.6% |
| Admin fee / account holder | $25,490 | $10,397+145.2% | $9,717+162.3% | $12,270+107.7% |