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 | $40,272 | $97,744-58.8% | $103,476-61.1% | $145,922-72.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.87% | 25.41%-12.5pp | 23.90%-11.0pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,869 | $4,677-38.7% | $4,672-38.6% | $4,660-38.4% |
| Participant deferral / active EE | $3,638 | $6,603-44.9% | $6,623-45.1% | $6,688-45.6% |
| Admin fee / account holder | $2,415 | $12,515-80.7% | $9,413-74.3% | $13,397-82.0% |