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 | $36,160 | $152,587-76.3% | $125,175-71.1% | $152,861-76.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.71% | 54.84%-31.1pp | 43.79%-20.1pp | 345.32%-321.6pp |
| Employer contribution / active EE | $11,427 | $4,946+131.0% | $3,865+195.6% | $4,762+139.9% |
| Participant deferral / active EE | $5,836 | $5,868-0.5% | $4,937+18.2% | $5,850-0.2% |
| Admin fee / account holder | $8,371 | $13,434-37.7% | $9,702-13.7% | $11,596-27.8% |