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 | $28,894 | $105,181-72.5% | $159,436-81.9% | $85,850-66.3% |
| Participation rate | 73.1% | 75.8%-2.7pp | 82.8%-9.7pp | 69.3%+3.8pp |
| Annual return | 126.07% | 45.07%+81.0pp | 263.57%-137.5pp | 318.53%-192.5pp |
| Employer contribution / active EE | $2,965 | $3,318-10.6% | $4,829-38.6% | $2,565+15.6% |
| Participant deferral / active EE | $5,355 | $5,945-9.9% | $7,352-27.2% | $3,952+35.5% |
| Admin fee / account holder | $19,884 | $6,933+186.8% | $10,799+84.1% | $6,260+217.6% |