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 | $32,659 | $53,516-39.0% | $126,539-74.2% | $84,808-61.5% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 16.25% | 58.34%-42.1pp | 425.95%-409.7pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,293 | $1,535-15.7% | $3,674-64.8% | $2,631-50.8% |
| Participant deferral / active EE | $1,979 | $2,671-25.9% | $4,083-51.5% | $4,212-53.0% |
| Admin fee / account holder | $2,272 | $4,497-49.5% | $6,065-62.5% | $7,344-69.1% |