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 | $77,715 | $83,902-7.4% | $167,512-53.6% | $84,808-8.4% |
| Participation rate | 83.3% | 66.5%+16.9pp | 77.1%+6.3pp | 68.3%+15.0pp |
| Annual return | 14.18% | 91.55%-77.4pp | 1615.79%-1601.6pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,222 | $2,264-1.8% | $3,882-42.8% | $2,631-15.5% |
| Participant deferral / active EE | $3,673 | $4,442-17.3% | $6,405-42.7% | $4,212-12.8% |
| Admin fee / account holder | $5,164 | $7,915-34.8% | $9,769-47.1% | $7,344-29.7% |