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 | $46,205 | $156,846-70.5% | $121,098-61.8% | $139,434-66.9% |
| Participation rate | 92.9% | 76.4%+16.4pp | 69.5%+23.4pp | 80.3%+12.5pp |
| Annual return | 11.74% | 1474.56%-1462.8pp | 985.75%-974.0pp | 372.94%-361.2pp |
| Employer contribution / active EE | $2,734 | $5,536-50.6% | $4,164-34.3% | $4,751-42.5% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,080-100.0% | $6,710-100.0% |
| Admin fee / account holder | $5,341 | $6,946-23.1% | $5,644-5.4% | $11,403-53.2% |