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 | $41,139 | $185,200-77.8% | $142,863-71.2% | $167,490-75.4% |
| Participation rate | 86.7% | 78.4%+8.2pp | 71.9%+14.7pp | 82.1%+4.6pp |
| Annual return | 29.50% | 8555.70%-8526.2pp | 5637.54%-5608.0pp | 478.56%-449.1pp |
| Employer contribution / active EE | $878 | $5,604-84.3% | $4,144-78.8% | $4,837-81.9% |
| Participant deferral / active EE | $3,648 | $4,494-18.8% | $3,837-4.9% | $6,341-42.5% |
| Admin fee / account holder | $3,220 | $8,031-59.9% | $6,560-50.9% | $12,309-73.8% |