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 | $47,690 | $90,600-47.4% | $79,464-40.0% | $135,375-64.8% |
| Participation rate | 86.7% | 76.0%+10.6pp | 73.3%+13.3pp | 82.6%+4.0pp |
| Annual return | 6.77% | 977.43%-970.7pp | 718.14%-711.4pp | 519.73%-513.0pp |
| Employer contribution / active EE | $652 | $3,068-78.7% | $2,800-76.7% | $4,779-86.4% |
| Participant deferral / active EE | $4,583 | $4,050+13.1% | $3,704+23.7% | $5,609-18.3% |
| Admin fee / account holder | $6,721 | $5,907+13.8% | $5,113+31.4% | $10,827-37.9% |