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 | $47,047 | $70,606-33.4% | $53,898-12.7% | $142,382-67.0% |
| Participation rate | 70.0% | 63.7%+6.3pp | 55.0%+15.0pp | 80.1%-10.1pp |
| Annual return | 12.64% | 619.81%-607.2pp | 528.60%-516.0pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,154 | $1,202+79.1% | $932+131.0% | $4,299-49.9% |
| Participant deferral / active EE | $6,749 | $2,364+185.5% | $1,826+269.5% | $6,507+3.7% |
| Admin fee / account holder | $43,232 | $2,852+1416.0% | $2,491+1635.7% | $12,624+242.5% |