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 | $78,586 | $105,998-25.9% | $92,233-14.8% | $147,584-46.8% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 13.30% | 50.05%-36.8pp | 176.28%-163.0pp | 578.55%-565.3pp |
| Employer contribution / active EE | $2,809 | $4,333-35.2% | $3,679-23.6% | $4,876-42.4% |
| Participant deferral / active EE | $3,816 | $4,478-14.8% | $3,897-2.1% | $5,439-29.8% |
| Admin fee / account holder | $3,034 | $6,332-52.1% | $5,194-41.6% | $10,885-72.1% |