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 | $48,717 | $70,669-31.1% | $169,368-71.2% | $75,163-35.2% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 17.39% | 36.36%-19.0pp | 405.60%-388.2pp | 160.62%-143.2pp |
| Employer contribution / active EE | $2,017 | $2,211-8.8% | $4,013-49.7% | $2,670-24.5% |
| Participant deferral / active EE | $3,719 | $4,311-13.7% | $6,221-40.2% | $4,125-9.8% |
| Admin fee / account holder | $348 | $5,402-93.6% | $9,003-96.1% | $5,651-93.8% |