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 | $43,867 | $173,345-74.7% | $136,007-67.7% | $145,922-69.9% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.71% | 1163.32%-1154.6pp | 579.32%-570.6pp | 561.29%-552.6pp |
| Employer contribution / active EE | $2,247 | $5,278-57.4% | $4,217-46.7% | $4,660-51.8% |
| Participant deferral / active EE | $6,022 | $8,699-30.8% | $7,025-14.3% | $6,688-9.9% |
| Admin fee / account holder | $7,447 | $9,954-25.2% | $6,858+8.6% | $13,397-44.4% |