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 | $37,999 | $99,877-62.0% | $84,966-55.3% | $145,922-74.0% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 17.54% | 83.76%-66.2pp | 66.38%-48.8pp | 561.29%-543.8pp |
| Employer contribution / active EE | $1,950 | $3,231-39.7% | $2,727-28.5% | $4,660-58.2% |
| Participant deferral / active EE | $5,287 | $5,291-0.1% | $4,519+17.0% | $6,688-20.9% |
| Admin fee / account holder | $3,364 | $7,248-53.6% | $6,149-45.3% | $13,397-74.9% |