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 | $69,667 | $98,750-29.5% | $149,696-53.5% | $79,858-12.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.05% | 27.43%-14.4pp | 276.60%-263.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $6,060 | $3,216+88.4% | $4,644+30.5% | $2,471+145.3% |
| Participant deferral / active EE | $8,221 | $5,680+44.7% | $6,842+20.2% | $3,740+119.8% |
| Admin fee / account holder | $1,583 | $6,053-73.9% | $9,309-83.0% | $5,306-70.2% |