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 | $49,563 | $49,173+0.8% | $121,098-59.1% | $75,163-34.1% |
| Participation rate | 86.7% | 55.4%+31.3pp | 69.5%+17.2pp | 67.2%+19.5pp |
| Annual return | 31.73% | 55.99%-24.3pp | 985.75%-954.0pp | 160.62%-128.9pp |
| Employer contribution / active EE | $2,275 | $1,546+47.2% | $4,164-45.4% | $2,670-14.8% |
| Participant deferral / active EE | $6,300 | $2,628+139.8% | $4,080+54.4% | $4,125+52.7% |
| Admin fee / account holder | $1,298 | $3,942-67.1% | $5,644-77.0% | $5,651-77.0% |