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 | $35,523 | $106,515-66.6% | $96,683-63.3% | $139,434-74.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.98% | 38.43%-23.4pp | 35.69%-20.7pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,997 | $4,103-26.9% | $3,737-19.8% | $4,751-36.9% |
| Participant deferral / active EE | $4,354 | $5,454-20.2% | $4,878-10.7% | $6,710-35.1% |
| Admin fee / account holder | $329 | $7,877-95.8% | $6,730-95.1% | $11,403-97.1% |