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 | $45,074 | $156,846-71.3% | $121,098-62.8% | $139,434-67.7% |
| Participation rate | 88.2% | 76.4%+11.8pp | 69.5%+18.7pp | 80.3%+7.9pp |
| Annual return | 20.61% | 1474.56%-1453.9pp | 985.75%-965.1pp | 372.94%-352.3pp |
| Employer contribution / active EE | $5,218 | $5,536-5.7% | $4,164+25.3% | $4,751+9.8% |
| Participant deferral / active EE | $11,254 | $4,844+132.3% | $4,080+175.9% | $6,710+67.7% |
| Admin fee / account holder | $2,191 | $6,946-68.5% | $5,644-61.2% | $11,403-80.8% |