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 | $65,596 | $95,416-31.3% | $185,823-64.7% | $85,850-23.6% |
| Participation rate | 96.3% | 68.8%+27.5pp | 81.7%+14.6pp | 69.3%+27.0pp |
| Annual return | 24.37% | 23.59%+0.8pp | 122.05%-97.7pp | 318.53%-294.2pp |
| Employer contribution / active EE | $964 | $3,314-70.9% | $5,167-81.3% | $2,565-62.4% |
| Participant deferral / active EE | $1,049 | $3,423-69.4% | $5,568-81.2% | $3,952-73.5% |
| Admin fee / account holder | $336 | $7,213-95.3% | $16,237-97.9% | $6,260-94.6% |