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 | $47,041 | $100,852-53.4% | $90,404-48.0% | $158,922-70.4% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.7%+20.7pp | 82.0%+11.4pp |
| Annual return | 11.70% | 1724.20%-1712.5pp | 1293.02%-1281.3pp | 302.83%-291.1pp |
| Employer contribution / active EE | $1,831 | $3,689-50.4% | $3,262-43.9% | $4,761-61.5% |
| Participant deferral / active EE | $2,816 | $4,348-35.2% | $3,963-28.9% | $5,982-52.9% |
| Admin fee / account holder | $14,300 | $6,501+120.0% | $5,611+154.9% | $11,246+27.2% |