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 | $21,344 | $63,346-66.3% | $92,233-76.9% | $70,131-69.6% |
| Participation rate | 97.9% | 68.7%+29.2pp | 76.5%+21.4pp | 69.5%+28.3pp |
| Annual return | 51.39% | 530.12%-478.7pp | 176.28%-124.9pp | 73.14%-21.7pp |
| Employer contribution / active EE | $3,167 | $2,471+28.2% | $3,679-13.9% | $2,342+35.2% |
| Participant deferral / active EE | $2,812 | $2,854-1.5% | $3,897-27.8% | $3,332-15.6% |
| Admin fee / account holder | $544 | $3,840-85.8% | $5,194-89.5% | $4,645-88.3% |