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 | $62,741 | $99,877-37.2% | $84,966-26.2% | $145,922-57.0% |
| Participation rate | 84.6% | 74.1%+10.5pp | 67.5%+17.1pp | 80.3%+4.3pp |
| Annual return | 14.55% | 83.76%-69.2pp | 66.38%-51.8pp | 561.29%-546.7pp |
| Employer contribution / active EE | $4,300 | $3,231+33.1% | $2,727+57.7% | $4,660-7.7% |
| Participant deferral / active EE | $12,414 | $5,291+134.6% | $4,519+174.7% | $6,688+85.6% |
| Admin fee / account holder | $7,200 | $7,248-0.7% | $6,149+17.1% | $13,397-46.3% |