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 | $81,493 | $105,998-23.1% | $92,233-11.6% | $147,584-44.8% |
| Participation rate | 93.8% | 80.4%+13.3pp | 76.5%+17.3pp | 82.8%+10.9pp |
| Annual return | 16.55% | 50.05%-33.5pp | 176.28%-159.7pp | 578.55%-562.0pp |
| Employer contribution / active EE | $1,846 | $4,333-57.4% | $3,679-49.8% | $4,876-62.1% |
| Participant deferral / active EE | $3,173 | $4,478-29.1% | $3,897-18.6% | $5,439-41.7% |
| Admin fee / account holder | $3,593 | $6,332-43.3% | $5,194-30.8% | $10,885-67.0% |