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 | $53,510 | $74,888-28.5% | $71,209-24.9% | $142,382-62.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.21% | 345.14%-331.9pp | 282.51%-269.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,832 | $2,854-35.8% | $2,721-32.7% | $4,299-57.4% |
| Participant deferral / active EE | $4,864 | $4,454+9.2% | $4,175+16.5% | $6,507-25.2% |
| Admin fee / account holder | $96,864 | $5,568+1639.5% | $5,349+1711.0% | $12,624+667.3% |