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 | $64,109 | $96,635-33.7% | $86,612-26.0% | $139,434-54.0% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 19.03% | 106.41%-87.4pp | 591.07%-572.0pp | 372.94%-353.9pp |
| Employer contribution / active EE | $4,456 | $3,263+36.6% | $3,022+47.4% | $4,751-6.2% |
| Participant deferral / active EE | $10,060 | $4,836+108.0% | $4,438+126.7% | $6,710+49.9% |
| Admin fee / account holder | $11,065 | $6,408+72.7% | $5,614+97.1% | $11,403-3.0% |