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 | $64,615 | $102,966-37.2% | $90,281-28.4% | $152,861-57.7% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 20.46% | 95.16%-74.7pp | 78.10%-57.6pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,881 | $3,139-40.1% | $2,854-34.1% | $4,762-60.5% |
| Participant deferral / active EE | $2,791 | $4,281-34.8% | $3,885-28.2% | $5,850-52.3% |
| Admin fee / account holder | $22,534 | $6,171+265.2% | $5,351+321.1% | $11,596+94.3% |