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 | $55,963 | $58,208-3.9% | $81,812-31.6% | $80,856-30.8% |
| Participation rate | 98.1% | 63.4%+34.7pp | 72.3%+25.8pp | 67.6%+30.5pp |
| Annual return | 18.67% | 41.66%-23.0pp | 773.79%-755.1pp | 35.59%-16.9pp |
| Employer contribution / active EE | $4,915 | $2,340+110.1% | $2,912+68.8% | $2,755+78.4% |
| Participant deferral / active EE | $3,728 | $3,281+13.6% | $4,319-13.7% | $4,296-13.2% |
| Admin fee / account holder | $6,583 | $4,981+32.1% | $7,386-10.9% | $6,918-4.8% |