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 | $48,058 | $70,669-32.0% | $169,368-71.6% | $75,163-36.1% |
| Participation rate | 98.7% | 64.8%+33.9pp | 77.1%+21.6pp | 67.2%+31.5pp |
| Annual return | 22.70% | 36.36%-13.7pp | 405.60%-382.9pp | 160.62%-137.9pp |
| Employer contribution / active EE | $4,052 | $2,211+83.3% | $4,013+1.0% | $2,670+51.8% |
| Participant deferral / active EE | $8,451 | $4,311+96.0% | $6,221+35.8% | $4,125+104.9% |
| Admin fee / account holder | $9,365 | $5,402+73.4% | $9,003+4.0% | $5,651+65.7% |