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 | $19,885 | $65,409-69.6% | $98,442-79.8% | $85,850-76.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 28.03% | 21.76%+6.3pp | 1492.73%-1464.7pp | 318.53%-290.5pp |
| Employer contribution / active EE | $2,414 | $2,168+11.3% | $2,960-18.5% | $2,565-5.9% |
| Participant deferral / active EE | $1,553 | $3,166-51.0% | $4,276-63.7% | $3,952-60.7% |
| Admin fee / account holder | $2,823 | $4,593-38.5% | $5,949-52.5% | $6,260-54.9% |