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 | $96,002 | $210,648-54.4% | $177,989-46.1% | $145,922-34.2% |
| Participation rate | 90.0% | 80.8%+9.2pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 12.19% | 385.86%-373.7pp | 294.48%-282.3pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,760 | $4,565-39.5% | $3,949-30.1% | $4,660-40.8% |
| Participant deferral / active EE | $6,056 | $6,958-13.0% | $6,276-3.5% | $6,688-9.4% |
| Admin fee / account holder | $1,240 | $12,013-89.7% | $10,363-88.0% | $13,397-90.7% |