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 | $54,387 | $100,852-46.1% | $90,404-39.8% | $158,922-65.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.41% | 1724.20%-1711.8pp | 1293.02%-1280.6pp | 302.83%-290.4pp |
| Employer contribution / active EE | $2,791 | $3,689-24.3% | $3,262-14.5% | $4,761-41.4% |
| Participant deferral / active EE | $2,650 | $4,348-39.0% | $3,963-33.1% | $5,982-55.7% |
| Admin fee / account holder | $703 | $6,501-89.2% | $5,611-87.5% | $11,246-93.8% |