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 | $25,282 | $88,751-71.5% | $81,812-69.1% | $145,922-82.7% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.3%+21.4pp | 80.3%+13.5pp |
| Annual return | 12.46% | 1025.40%-1012.9pp | 773.79%-761.3pp | 561.29%-548.8pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,528 | $4,643+19.1% | $4,319+28.0% | $6,688-17.3% |
| Admin fee / account holder | $1,544 | $8,415-81.6% | $7,386-79.1% | $13,397-88.5% |