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 | $49,456 | $53,127-6.9% | $86,590-42.9% | $70,131-29.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.31% | 27.66%-13.4pp | 964.84%-950.5pp | 73.14%-58.8pp |
| Employer contribution / active EE | $4,568 | $2,068+120.9% | $2,839+60.9% | $2,342+95.0% |
| Participant deferral / active EE | $1,653 | $2,696-38.7% | $3,609-54.2% | $3,332-50.4% |
| Admin fee / account holder | $1,965 | $3,585-45.2% | $4,906-59.9% | $4,645-57.7% |