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 | $56,137 | $154,117-63.6% | $129,995-56.8% | $139,434-59.7% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 11.77% | 32.48%-20.7pp | -137.18%+148.9pp | 372.94%-361.2pp |
| Employer contribution / active EE | $11,001 | $5,289+108.0% | $4,320+154.7% | $4,751+131.6% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,820-100.0% | $6,710-100.0% |
| Admin fee / account holder | $1,295 | $14,007-90.8% | $10,614-87.8% | $11,403-88.6% |