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 | $47,831 | $58,694-18.5% | $142,863-66.5% | $85,850-44.3% |
| Participation rate | 87.2% | 58.5%+28.7pp | 71.9%+15.2pp | 69.3%+17.9pp |
| Annual return | 20.11% | 27.72%-7.6pp | 5637.54%-5617.4pp | 318.53%-298.4pp |
| Employer contribution / active EE | $1,949 | $1,423+37.0% | $4,144-53.0% | $2,565-24.0% |
| Participant deferral / active EE | $2,388 | $2,607-8.4% | $3,837-37.8% | $3,952-39.6% |
| Admin fee / account holder | $670 | $4,239-84.2% | $6,560-89.8% | $6,260-89.3% |