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 | $46,776 | $49,173-4.9% | $121,098-61.4% | $75,163-37.8% |
| Participation rate | 87.5% | 55.4%+32.1pp | 69.5%+18.0pp | 67.2%+20.3pp |
| Annual return | 15.14% | 55.99%-40.9pp | 985.75%-970.6pp | 160.62%-145.5pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,150 | $2,628-18.2% | $4,080-47.3% | $4,125-47.9% |
| Admin fee / account holder | $2,693 | $3,942-31.7% | $5,644-52.3% | $5,651-52.4% |