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 | $49,552 | $102,382-51.6% | $147,005-66.3% | $80,874-38.7% |
| Participation rate | 80.5% | 75.8%+4.6pp | 82.2%-1.7pp | 67.6%+12.8pp |
| Annual return | 13.91% | 134.89%-121.0pp | 418.76%-404.9pp | 35.62%-21.7pp |
| Employer contribution / active EE | $2,419 | $3,715-34.9% | $4,934-51.0% | $2,756-12.2% |
| Participant deferral / active EE | $8,244 | $6,646+24.0% | $8,070+2.2% | $4,297+91.9% |
| Admin fee / account holder | $5,128 | $7,942-35.4% | $13,006-60.6% | $6,935-26.1% |