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 | $54,835 | $57,281-4.3% | $86,612-36.7% | $75,163-27.0% |
| Participation rate | 94.4% | 63.2%+31.2pp | 71.7%+22.7pp | 67.2%+27.2pp |
| Annual return | 21.26% | 2670.75%-2649.5pp | 591.07%-569.8pp | 160.62%-139.4pp |
| Employer contribution / active EE | $5,539 | $2,314+139.3% | $3,022+83.3% | $2,670+107.5% |
| Participant deferral / active EE | $5,222 | $3,318+57.4% | $4,438+17.7% | $4,125+26.6% |
| Admin fee / account holder | $3,070 | $4,112-25.3% | $5,614-45.3% | $5,651-45.7% |