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 | $44,534 | $98,750-54.9% | $149,696-70.3% | $79,858-44.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.48% | 27.43%-7.9pp | 276.60%-257.1pp | 31.71%-12.2pp |
| Employer contribution / active EE | $6,159 | $3,216+91.5% | $4,644+32.6% | $2,471+149.3% |
| Participant deferral / active EE | $4,847 | $5,680-14.7% | $6,842-29.1% | $3,740+29.6% |
| Admin fee / account holder | $1,254 | $6,053-79.3% | $9,309-86.5% | $5,306-76.4% |