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 | $44,104 | $30,400+45.1% | $53,898-18.2% | $84,808-48.0% |
| Participation rate | 76.5% | 46.4%+30.0pp | 55.0%+21.5pp | 68.3%+8.2pp |
| Annual return | 14.63% | 500.19%-485.6pp | 528.60%-514.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $814 | $603+35.1% | $932-12.7% | $2,631-69.1% |
| Participant deferral / active EE | $2,428 | $1,199+102.6% | $1,826+33.0% | $4,212-42.3% |
| Admin fee / account holder | $13,453 | $1,993+574.9% | $2,491+440.1% | $7,344+83.2% |