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 | $61,510 | $88,751-30.7% | $81,812-24.8% | $145,922-57.8% |
| Participation rate | 95.2% | 75.0%+20.2pp | 72.3%+22.9pp | 80.3%+15.0pp |
| Annual return | 15.31% | 1025.40%-1010.1pp | 773.79%-758.5pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,544 | $3,083-49.9% | $2,912-47.0% | $4,660-66.9% |
| Participant deferral / active EE | $3,686 | $4,643-20.6% | $4,319-14.6% | $6,688-44.9% |
| Admin fee / account holder | $756 | $8,415-91.0% | $7,386-89.8% | $13,397-94.4% |