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 | $54,634 | $70,756-22.8% | $65,493-16.6% | $142,382-61.6% |
| Participation rate | 91.7% | 77.4%+14.3pp | 73.1%+18.6pp | 80.1%+11.5pp |
| Annual return | 18.21% | 1754.89%-1736.7pp | 982.45%-964.2pp | 217.08%-198.9pp |
| Employer contribution / active EE | $5,892 | $2,881+104.5% | $2,574+128.9% | $4,299+37.0% |
| Participant deferral / active EE | $8,091 | $4,637+74.5% | $3,961+104.3% | $6,507+24.3% |
| Admin fee / account holder | $2,809 | $6,559-57.2% | $5,028-44.1% | $12,624-77.7% |