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 | $54,554 | $175,202-68.9% | $149,673-63.6% | $139,434-60.9% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 21.73% | 166.71%-145.0pp | 134.42%-112.7pp | 372.94%-351.2pp |
| Employer contribution / active EE | $1,434 | $5,474-73.8% | $4,818-70.2% | $4,751-69.8% |
| Participant deferral / active EE | $9,739 | $6,519+49.4% | $5,680+71.5% | $6,710+45.1% |
| Admin fee / account holder | $556 | $16,150-96.6% | $13,210-95.8% | $11,403-95.1% |