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 | $44,531 | $53,516-16.8% | $126,539-64.8% | $84,808-47.5% |
| Participation rate | 86.3% | 58.2%+28.0pp | 69.8%+16.4pp | 68.3%+17.9pp |
| Annual return | 21.22% | 58.34%-37.1pp | 425.95%-404.7pp | 40.90%-19.7pp |
| Employer contribution / active EE | $2,617 | $1,535+70.5% | $3,674-28.8% | $2,631-0.5% |
| Participant deferral / active EE | $4,667 | $2,671+74.8% | $4,083+14.3% | $4,212+10.8% |
| Admin fee / account holder | $2,053 | $4,497-54.3% | $6,065-66.1% | $7,344-72.0% |