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 | $11,888 | $104,486-88.6% | $76,817-84.5% | $152,861-92.2% |
| Participation rate | 90.9% | 76.6%+14.3pp | 72.1%+18.8pp | 82.4%+8.5pp |
| Annual return | 35.20% | 1013.37%-978.2pp | 1166.11%-1130.9pp | 345.32%-310.1pp |
| Employer contribution / active EE | $1,265 | $3,116-59.4% | $2,302-45.1% | $4,762-73.4% |
| Participant deferral / active EE | $3,308 | $4,236-21.9% | $3,336-0.8% | $5,850-43.5% |
| Admin fee / account holder | $1,212 | $12,275-90.1% | $6,420-81.1% | $11,596-89.6% |