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 | $38,166 | $98,750-61.4% | $149,696-74.5% | $79,858-52.2% |
| Participation rate | 88.4% | 75.8%+12.6pp | 82.5%+5.9pp | 69.6%+18.8pp |
| Annual return | 18.40% | 27.43%-9.0pp | 276.60%-258.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $2,637 | $3,216-18.0% | $4,644-43.2% | $2,471+6.7% |
| Participant deferral / active EE | $4,125 | $5,680-27.4% | $6,842-39.7% | $3,740+10.3% |
| Admin fee / account holder | $2,781 | $6,053-54.0% | $9,309-70.1% | $5,306-47.6% |