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 | $63,469 | $98,750-35.7% | $149,696-57.6% | $79,858-20.5% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.5%+6.8pp | 69.6%+19.7pp |
| Annual return | 15.17% | 27.43%-12.3pp | 276.60%-261.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $2,297 | $3,216-28.6% | $4,644-50.5% | $2,471-7.0% |
| Participant deferral / active EE | $7,380 | $5,680+29.9% | $6,842+7.9% | $3,740+97.3% |
| Admin fee / account holder | $32,228 | $6,053+432.5% | $9,309+246.2% | $5,306+507.4% |