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 | $49,450 | $76,785-35.6% | $56,441-12.4% | $145,959-66.1% |
| Participation rate | 94.1% | 63.2%+30.9pp | 52.5%+41.6pp | 80.3%+13.8pp |
| Annual return | 7.52% | 3000.51%-2993.0pp | 1704.21%-1696.7pp | 561.95%-554.4pp |
| Employer contribution / active EE | $4,788 | $1,381+246.8% | $1,039+360.8% | $4,661+2.7% |
| Participant deferral / active EE | $3,865 | $2,624+47.3% | $1,953+97.9% | $6,689-42.2% |
| Admin fee / account holder | $7,960 | $3,334+138.8% | $2,829+181.4% | $13,398-40.6% |