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 7-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 | $62,499 | $99,985-37.5% | $146,665-57.4% | $85,850-27.2% |
| Participation rate | 96.7% | 73.1%+23.6pp | 80.1%+16.6pp | 69.3%+27.4pp |
| Annual return | 14.73% | 18.93%-4.2pp | 22.74%-8.0pp | 318.53%-303.8pp |
| Employer contribution / active EE | $1,500 | $2,559-41.4% | $4,136-63.7% | $2,565-41.5% |
| Participant deferral / active EE | $5,204 | $4,006+29.9% | $5,506-5.5% | $3,952+31.7% |
| Admin fee / account holder | $2,819 | $7,702-63.4% | $10,280-72.6% | $6,260-55.0% |