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 | $44,215 | $99,877-55.7% | $84,966-48.0% | $145,922-69.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.70% | 83.76%-72.1pp | 66.38%-54.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,299 | $3,231-59.8% | $2,727-52.4% | $4,660-72.1% |
| Participant deferral / active EE | $8,204 | $5,291+55.1% | $4,519+81.5% | $6,688+22.7% |
| Admin fee / account holder | $18,235 | $7,248+151.6% | $6,149+196.6% | $13,397+36.1% |