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 | $66,470 | $94,625-29.8% | $116,228-42.8% | $84,808-21.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 18.40% | 20.40%-2.0pp | 90.06%-71.7pp | 40.90%-22.5pp |
| Employer contribution / active EE | $4,238 | $2,347+80.6% | $2,994+41.5% | $2,631+61.1% |
| Participant deferral / active EE | $8,312 | $3,972+109.3% | $4,953+67.8% | $4,212+97.4% |
| Admin fee / account holder | $4,665 | $10,091-53.8% | $11,989-61.1% | $7,344-36.5% |