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 | $50,982 | $98,750-48.4% | $149,696-65.9% | $79,858-36.2% |
| Participation rate | 93.8% | 75.8%+18.1pp | 82.5%+11.4pp | 69.6%+24.2pp |
| Annual return | 16.58% | 27.43%-10.8pp | 276.60%-260.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $5,572 | $3,216+73.2% | $4,644+20.0% | $2,471+125.5% |
| Participant deferral / active EE | $4,124 | $5,680-27.4% | $6,842-39.7% | $3,740+10.3% |
| Admin fee / account holder | $3,886 | $6,053-35.8% | $9,309-58.3% | $5,306-26.8% |