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 | $69,453 | $83,902-17.2% | $167,512-58.5% | $84,808-18.1% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 13.54% | 91.55%-78.0pp | 1615.79%-1602.3pp | 40.90%-27.4pp |
| Employer contribution / active EE | $5,620 | $2,264+148.3% | $3,882+44.8% | $2,631+113.6% |
| Participant deferral / active EE | $3,980 | $4,442-10.4% | $6,405-37.9% | $4,212-5.5% |
| Admin fee / account holder | $3,711 | $7,915-53.1% | $9,769-62.0% | $7,344-49.5% |