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 | $40,196 | $105,998-62.1% | $92,233-56.4% | $147,584-72.8% |
| Participation rate | 70.8% | 80.4%-9.6pp | 76.5%-5.6pp | 82.8%-12.0pp |
| Annual return | 42.47% | 50.05%-7.6pp | 176.28%-133.8pp | 578.55%-536.1pp |
| Employer contribution / active EE | $2,553 | $4,333-41.1% | $3,679-30.6% | $4,876-47.6% |
| Participant deferral / active EE | $4,158 | $4,478-7.2% | $3,897+6.7% | $5,439-23.6% |
| Admin fee / account holder | $765 | $6,332-87.9% | $5,194-85.3% | $10,885-93.0% |