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 | $41,679 | $101,069-58.8% | $81,478-48.8% | $147,584-71.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 14.05% | 32.40%-18.4pp | 38.78%-24.7pp | 578.55%-564.5pp |
| Employer contribution / active EE | $2,065 | $3,205-35.6% | $2,568-19.6% | $4,876-57.7% |
| Participant deferral / active EE | $12,829 | $4,242+202.4% | $3,537+262.7% | $5,439+135.9% |
| Admin fee / account holder | $408 | $5,812-93.0% | $4,561-91.1% | $10,885-96.3% |