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 | $70,813 | $99,020-28.5% | $86,590-18.2% | $147,584-52.0% |
| Participation rate | 90.9% | 76.3%+14.6pp | 73.5%+17.4pp | 82.8%+8.1pp |
| Annual return | 22.35% | 1312.34%-1290.0pp | 964.84%-942.5pp | 578.55%-556.2pp |
| Employer contribution / active EE | $407 | $3,132-87.0% | $2,839-85.7% | $4,876-91.6% |
| Participant deferral / active EE | $2,511 | $3,972-36.8% | $3,609-30.4% | $5,439-53.8% |
| Admin fee / account holder | $1,030 | $5,710-82.0% | $4,906-79.0% | $10,885-90.5% |