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 | $30,387 | $49,922-39.1% | $80,569-62.3% | $75,163-59.6% |
| Participation rate | 88.9% | 55.3%+33.6pp | 67.0%+21.9pp | 67.2%+21.7pp |
| Annual return | 14.96% | 34.69%-19.7pp | 935.43%-920.5pp | 160.62%-145.7pp |
| Employer contribution / active EE | $4,167 | $1,698+145.4% | $2,723+53.0% | $2,670+56.1% |
| Participant deferral / active EE | $6,049 | $2,990+102.3% | $4,447+36.0% | $4,125+46.6% |
| Admin fee / account holder | $4,126 | $3,577+15.3% | $5,377-23.3% | $5,651-27.0% |