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 | $59,070 | $100,041-41.0% | $149,718-60.5% | $70,131-15.8% |
| Participation rate | 96.0% | 83.6%+12.4pp | 87.1%+8.9pp | 69.5%+26.5pp |
| Annual return | 18.30% | 27.43%-9.1pp | 1501.63%-1483.3pp | 73.14%-54.8pp |
| Employer contribution / active EE | $6,762 | $3,662+84.7% | $5,445+24.2% | $2,342+188.7% |
| Participant deferral / active EE | $7,041 | $4,983+41.3% | $6,569+7.2% | $3,332+111.3% |
| Admin fee / account holder | $20,811 | $8,286+151.2% | $11,283+84.5% | $4,645+348.0% |