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 | $47,314 | $96,635-51.0% | $86,612-45.4% | $139,434-66.1% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 19.91% | 106.41%-86.5pp | 591.07%-571.2pp | 372.94%-353.0pp |
| Employer contribution / active EE | $3,334 | $3,263+2.2% | $3,022+10.3% | $4,751-29.8% |
| Participant deferral / active EE | $6,949 | $4,836+43.7% | $4,438+56.6% | $6,710+3.6% |
| Admin fee / account holder | $7,560 | $6,408+18.0% | $5,614+34.7% | $11,403-33.7% |