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 | $30,053 | $57,281-47.5% | $86,612-65.3% | $75,163-60.0% |
| Participation rate | 98.6% | 63.2%+35.4pp | 71.7%+26.9pp | 67.2%+31.4pp |
| Annual return | 16.46% | 2670.75%-2654.3pp | 591.07%-574.6pp | 160.62%-144.2pp |
| Employer contribution / active EE | $5,020 | $2,314+116.9% | $3,022+66.1% | $2,670+88.0% |
| Participant deferral / active EE | $2,750 | $3,318-17.1% | $4,438-38.0% | $4,125-33.3% |
| Admin fee / account holder | $2,085 | $4,112-49.3% | $5,614-62.9% | $5,651-63.1% |