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 | $60,370 | $105,998-43.0% | $92,233-34.5% | $147,584-59.1% |
| Participation rate | 94.1% | 80.4%+13.7pp | 76.5%+17.6pp | 82.8%+11.3pp |
| Annual return | 12.92% | 50.05%-37.1pp | 176.28%-163.4pp | 578.55%-565.6pp |
| Employer contribution / active EE | $2,165 | $4,333-50.0% | $3,679-41.2% | $4,876-55.6% |
| Participant deferral / active EE | $2,345 | $4,478-47.6% | $3,897-39.8% | $5,439-56.9% |
| Admin fee / account holder | $2,281 | $6,332-64.0% | $5,194-56.1% | $10,885-79.0% |