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 | $50,735 | $88,751-42.8% | $81,812-38.0% | $145,922-65.2% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 16.11% | 1025.40%-1009.3pp | 773.79%-757.7pp | 561.29%-545.2pp |
| Employer contribution / active EE | $4,136 | $3,083+34.2% | $2,912+42.0% | $4,660-11.2% |
| Participant deferral / active EE | $6,615 | $4,643+42.5% | $4,319+53.2% | $6,688-1.1% |
| Admin fee / account holder | $2,768 | $8,415-67.1% | $7,386-62.5% | $13,397-79.3% |