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 | $37,610 | $60,124-37.4% | $90,404-58.4% | $79,858-52.9% |
| Participation rate | 96.0% | 65.0%+31.0pp | 72.7%+23.3pp | 69.6%+26.4pp |
| Annual return | 18.90% | 71.94%-53.0pp | 1293.02%-1274.1pp | 31.71%-12.8pp |
| Employer contribution / active EE | $2,405 | $2,068+16.3% | $3,262-26.3% | $2,471-2.6% |
| Participant deferral / active EE | $1,820 | $2,938-38.1% | $3,963-54.1% | $3,740-51.3% |
| Admin fee / account holder | $3,160 | $3,976-20.5% | $5,611-43.7% | $5,306-40.5% |