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 | $51,533 | $98,750-47.8% | $149,696-65.6% | $79,858-35.5% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.6%+21.3pp |
| Annual return | 16.41% | 27.43%-11.0pp | 276.60%-260.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $5,000 | $3,216+55.4% | $4,644+7.7% | $2,471+102.3% |
| Participant deferral / active EE | $5,528 | $5,680-2.7% | $6,842-19.2% | $3,740+47.8% |
| Admin fee / account holder | $3,170 | $6,053-47.6% | $9,309-66.0% | $5,306-40.3% |