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 | $37,077 | $102,966-64.0% | $90,281-58.9% | $152,861-75.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.45% | 95.16%-75.7pp | 78.10%-58.6pp | 345.32%-325.9pp |
| Employer contribution / active EE | $5,139 | $3,139+63.7% | $2,854+80.0% | $4,762+7.9% |
| Participant deferral / active EE | $4,687 | $4,281+9.5% | $3,885+20.6% | $5,850-19.9% |
| Admin fee / account holder | $13,204 | $6,171+114.0% | $5,351+146.8% | $11,596+13.9% |