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 | $46,206 | $83,902-44.9% | $167,512-72.4% | $84,808-45.5% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 15.22% | 91.55%-76.3pp | 1615.79%-1600.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $4,885 | $2,264+115.8% | $3,882+25.9% | $2,631+85.7% |
| Participant deferral / active EE | $3,000 | $4,442-32.5% | $6,405-53.2% | $4,212-28.8% |
| Admin fee / account holder | $5,726 | $7,915-27.7% | $9,769-41.4% | $7,344-22.0% |