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 | $64,108 | $107,015-40.1% | $73,545-12.8% | $147,584-56.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 18.39% | 38.25%-19.9pp | -15.16%+33.5pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,578 | $1,760-10.4% | $1,219+29.4% | $4,876-67.6% |
| Participant deferral / active EE | $3,888 | $2,462+57.9% | $1,806+115.3% | $5,439-28.5% |
| Admin fee / account holder | $981 | $3,055-67.9% | $2,320-57.7% | $10,885-91.0% |