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 | $37,334 | $126,519-70.5% | $106,201-64.8% | $145,959-74.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.02% | 225.10%-216.1pp | 116.26%-107.2pp | 561.95%-552.9pp |
| Employer contribution / active EE | $1,167 | $3,726-68.7% | $3,170-63.2% | $4,661-75.0% |
| Participant deferral / active EE | $1,651 | $5,716-71.1% | $5,012-67.1% | $6,689-75.3% |
| Admin fee / account holder | $650 | $17,312-96.2% | $11,039-94.1% | $13,398-95.1% |