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 | $48,503 | $49,922-2.8% | $80,569-39.8% | $75,163-35.5% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 16.49% | 34.69%-18.2pp | 935.43%-918.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $3,619 | $1,698+113.1% | $2,723+32.9% | $2,670+35.5% |
| Participant deferral / active EE | $4,495 | $2,990+50.3% | $4,447+1.1% | $4,125+9.0% |
| Admin fee / account holder | $4,305 | $3,577+20.4% | $5,377-19.9% | $5,651-23.8% |