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 | $62,866 | $39,798+58.0% | $67,711-7.2% | $59,632+5.4% |
| Participation rate | 92.9% | 57.4%+35.5pp | 67.5%+25.3pp | 68.7%+24.2pp |
| Annual return | 2.27% | 89.94%-87.7pp | 25.41%-23.1pp | 2041.28%-2039.0pp |
| Employer contribution / active EE | $4,057 | $1,393+191.3% | $2,559+58.5% | $2,203+84.2% |
| Participant deferral / active EE | $2,067 | $2,335-11.5% | $3,585-42.3% | $3,192-35.2% |
| Admin fee / account holder | $1,312 | $3,212-59.2% | $4,255-69.2% | $4,297-69.5% |