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 | $49,035 | $98,750-50.3% | $149,696-67.2% | $79,858-38.6% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.5%+13.5pp | 69.6%+26.4pp |
| Annual return | 24.93% | 27.43%-2.5pp | 276.60%-251.7pp | 31.71%-6.8pp |
| Employer contribution / active EE | $1,658 | $3,216-48.4% | $4,644-64.3% | $2,471-32.9% |
| Participant deferral / active EE | $3,547 | $5,680-37.6% | $6,842-48.2% | $3,740-5.2% |
| Admin fee / account holder | $676 | $6,053-88.8% | $9,309-92.7% | $5,306-87.3% |