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 3-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 | $30,342 | $102,317-70.3% | $146,958-79.4% | $80,856-62.5% |
| Participation rate | 94.0% | 75.8%+18.2pp | 82.2%+11.8pp | 67.6%+26.4pp |
| Annual return | 444.06% | 134.76%+309.3pp | 418.34%+25.7pp | 35.59%+408.5pp |
| Employer contribution / active EE | $7,017 | $3,713+89.0% | $4,933+42.3% | $2,755+154.7% |
| Participant deferral / active EE | $10,527 | $6,644+58.4% | $8,070+30.4% | $4,296+145.0% |
| Admin fee / account holder | $344 | $7,941-95.7% | $12,998-97.4% | $6,918-95.0% |