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 | $27,213 | $76,785-64.6% | $56,441-51.8% | $145,959-81.4% |
| Participation rate | 85.0% | 63.2%+21.8pp | 52.5%+32.5pp | 80.3%+4.7pp |
| Annual return | 11.33% | 3000.51%-2989.2pp | 1704.21%-1692.9pp | 561.95%-550.6pp |
| Employer contribution / active EE | $1,455 | $1,381+5.4% | $1,039+40.0% | $4,661-68.8% |
| Participant deferral / active EE | $1,019 | $2,624-61.2% | $1,953-47.8% | $6,689-84.8% |
| Admin fee / account holder | $7,732 | $3,334+131.9% | $2,829+173.3% | $13,398-42.3% |