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 | $42,227 | $53,127-20.5% | $86,590-51.2% | $70,131-39.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 17.56% | 27.66%-10.1pp | 964.84%-947.3pp | 73.14%-55.6pp |
| Employer contribution / active EE | $5,478 | $2,068+164.9% | $2,839+92.9% | $2,342+133.8% |
| Participant deferral / active EE | $4,324 | $2,696+60.4% | $3,609+19.8% | $3,332+29.8% |
| Admin fee / account holder | $5,368 | $3,585+49.7% | $4,906+9.4% | $4,645+15.6% |