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 | $56,678 | $202,318-72.0% | $172,739-67.2% | $152,861-62.9% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 21.50% | 1029.65%-1008.1pp | 802.84%-781.3pp | 345.32%-323.8pp |
| Employer contribution / active EE | $2,108 | $5,856-64.0% | $5,143-59.0% | $4,762-55.7% |
| Participant deferral / active EE | $4,677 | $5,948-21.4% | $5,198-10.0% | $5,850-20.0% |
| Admin fee / account holder | $2,377 | $17,109-86.1% | $13,954-83.0% | $11,596-79.5% |