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 | $46,529 | $144,119-67.7% | $117,854-60.5% | $147,584-68.5% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 20.26% | 531.15%-510.9pp | 335.08%-314.8pp | 578.55%-558.3pp |
| Employer contribution / active EE | $1,314 | $4,896-73.2% | $3,786-65.3% | $4,876-73.1% |
| Participant deferral / active EE | $6,369 | $5,316+19.8% | $4,482+42.1% | $5,439+17.1% |
| Admin fee / account holder | $345 | $10,886-96.8% | $8,020-95.7% | $10,885-96.8% |