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 | $47,044 | $29,660+58.6% | $56,411-16.6% | $80,856-41.8% |
| Participation rate | 89.7% | 41.6%+48.1pp | 52.5%+37.3pp | 67.6%+22.1pp |
| Annual return | 31.25% | 35.23%-4.0pp | 1701.33%-1670.1pp | 35.59%-4.3pp |
| Employer contribution / active EE | $1,470 | $669+119.7% | $1,039+41.6% | $2,755-46.6% |
| Participant deferral / active EE | $4,400 | $1,226+258.9% | $1,952+125.4% | $4,296+2.4% |
| Admin fee / account holder | $13,265 | $2,428+446.4% | $2,829+368.9% | $6,918+91.7% |