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 | $62,439 | $49,922+25.1% | $80,569-22.5% | $75,163-16.9% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 29.87% | 34.69%-4.8pp | 935.43%-905.6pp | 160.62%-130.7pp |
| Employer contribution / active EE | $1,800 | $1,698+6.0% | $2,723-33.9% | $2,670-32.6% |
| Participant deferral / active EE | $3,765 | $2,990+25.9% | $4,447-15.4% | $4,125-8.7% |
| Admin fee / account holder | $1,793 | $3,577-49.9% | $5,377-66.7% | $5,651-68.3% |