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 | $41,663 | $90,600-54.0% | $79,464-47.6% | $135,375-69.2% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 82.6%+8.3pp |
| Annual return | 5.89% | 977.43%-971.5pp | 718.14%-712.3pp | 519.73%-513.8pp |
| Employer contribution / active EE | $1,904 | $3,068-37.9% | $2,800-32.0% | $4,779-60.2% |
| Participant deferral / active EE | $7,337 | $4,050+81.2% | $3,704+98.1% | $5,609+30.8% |
| Admin fee / account holder | $4,509 | $5,907-23.7% | $5,113-11.8% | $10,827-58.4% |