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 | $54,218 | $95,416-43.2% | $185,823-70.8% | $85,850-36.8% |
| Participation rate | 96.9% | 68.8%+28.1pp | 81.7%+15.2pp | 69.3%+27.6pp |
| Annual return | 31.24% | 23.59%+7.7pp | 122.05%-90.8pp | 318.53%-287.3pp |
| Employer contribution / active EE | $1,645 | $3,314-50.3% | $5,167-68.2% | $2,565-35.9% |
| Participant deferral / active EE | $5,059 | $3,423+47.8% | $5,568-9.1% | $3,952+28.0% |
| Admin fee / account holder | $557 | $7,213-92.3% | $16,237-96.6% | $6,260-91.1% |