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 | $52,644 | $100,852-47.8% | $90,404-41.8% | $158,922-66.9% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+9.0pp |
| Annual return | 17.47% | 1724.20%-1706.7pp | 1293.02%-1275.5pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,904 | $3,689-21.3% | $3,262-11.0% | $4,761-39.0% |
| Participant deferral / active EE | $5,774 | $4,348+32.8% | $3,963+45.7% | $5,982-3.5% |
| Admin fee / account holder | $3,051 | $6,501-53.1% | $5,611-45.6% | $11,246-72.9% |