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 | $61,120 | $105,998-42.3% | $92,233-33.7% | $147,584-58.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.69% | 50.05%-34.4pp | 176.28%-160.6pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,523 | $4,333-64.9% | $3,679-58.6% | $4,876-68.8% |
| Participant deferral / active EE | $1,512 | $4,478-66.2% | $3,897-61.2% | $5,439-72.2% |
| Admin fee / account holder | $882 | $6,332-86.1% | $5,194-83.0% | $10,885-91.9% |