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 7-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 | $54,696 | $88,751-38.4% | $81,812-33.1% | $145,922-62.5% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 14.65% | 1025.40%-1010.8pp | 773.79%-759.1pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,300 | $3,083-57.8% | $2,912-55.4% | $4,660-72.1% |
| Participant deferral / active EE | $3,446 | $4,643-25.8% | $4,319-20.2% | $6,688-48.5% |
| Admin fee / account holder | $613 | $8,415-92.7% | $7,386-91.7% | $13,397-95.4% |