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 | $61,206 | $65,561-6.6% | $86,188-29.0% | $75,163-18.6% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 16.73% | 46.05%-29.3pp | 1168.45%-1151.7pp | 160.62%-143.9pp |
| Employer contribution / active EE | $4,154 | $1,553+167.5% | $2,380+74.5% | $2,670+55.6% |
| Participant deferral / active EE | $4,501 | $3,024+48.9% | $3,985+12.9% | $4,125+9.1% |
| Admin fee / account holder | $37,829 | $5,474+591.1% | $6,852+452.1% | $5,651+569.4% |