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 | $47,265 | $185,200-74.5% | $142,863-66.9% | $167,490-71.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 14.39% | 8555.70%-8541.3pp | 5637.54%-5623.2pp | 478.56%-464.2pp |
| Employer contribution / active EE | $1,839 | $5,604-67.2% | $4,144-55.6% | $4,837-62.0% |
| Participant deferral / active EE | $2,893 | $4,494-35.6% | $3,837-24.6% | $6,341-54.4% |
| Admin fee / account holder | $5,635 | $8,031-29.8% | $6,560-14.1% | $12,309-54.2% |