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 | $61,594 | $63,346-2.8% | $92,233-33.2% | $70,131-12.2% |
| Participation rate | 97.7% | 68.7%+29.1pp | 76.5%+21.2pp | 69.5%+28.2pp |
| Annual return | 13.97% | 530.12%-516.1pp | 176.28%-162.3pp | 73.14%-59.2pp |
| Employer contribution / active EE | $8,059 | $2,471+226.1% | $3,679+119.0% | $2,342+244.0% |
| Participant deferral / active EE | $1,531 | $2,854-46.4% | $3,897-60.7% | $3,332-54.1% |
| Admin fee / account holder | $4,295 | $3,840+11.9% | $5,194-17.3% | $4,645-7.5% |