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 | $47,460 | $183,519-74.1% | $155,509-69.5% | $145,922-67.5% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 10.37% | 61.17%-50.8pp | 64.67%-54.3pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,485 | $5,313-72.0% | $4,672-68.2% | $4,660-68.1% |
| Participant deferral / active EE | $3,268 | $6,462-49.4% | $5,626-41.9% | $6,688-51.1% |
| Admin fee / account holder | $4,432 | $19,313-77.1% | $15,912-72.1% | $13,397-66.9% |