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 | $54,296 | $63,346-14.3% | $92,233-41.1% | $70,131-22.6% |
| Participation rate | 98.4% | 68.7%+29.8pp | 76.5%+22.0pp | 69.5%+28.9pp |
| Annual return | 15.02% | 530.12%-515.1pp | 176.28%-161.3pp | 73.14%-58.1pp |
| Employer contribution / active EE | $5,960 | $2,471+141.2% | $3,679+62.0% | $2,342+154.4% |
| Participant deferral / active EE | $1,923 | $2,854-32.6% | $3,897-50.6% | $3,332-42.3% |
| Admin fee / account holder | $5,783 | $3,840+50.6% | $5,194+11.4% | $4,645+24.5% |