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 | $39,175 | $99,020-60.4% | $86,590-54.8% | $147,584-73.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.23% | 1312.34%-1301.1pp | 964.84%-953.6pp | 578.55%-567.3pp |
| Employer contribution / active EE | $2,791 | $3,132-10.9% | $2,839-1.7% | $4,876-42.8% |
| Participant deferral / active EE | $3,134 | $3,972-21.1% | $3,609-13.2% | $5,439-42.4% |
| Admin fee / account holder | $6,822 | $5,710+19.5% | $4,906+39.1% | $10,885-37.3% |