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 | $49,962 | $102,966-51.5% | $90,281-44.7% | $152,861-67.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 26.50% | 95.16%-68.7pp | 78.10%-51.6pp | 345.32%-318.8pp |
| Employer contribution / active EE | $4,421 | $3,139+40.9% | $2,854+54.9% | $4,762-7.2% |
| Participant deferral / active EE | $3,702 | $4,281-13.5% | $3,885-4.7% | $5,850-36.7% |
| Admin fee / account holder | $550 | $6,171-91.1% | $5,351-89.7% | $11,596-95.3% |