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 | $39,393 | $104,907-62.4% | $84,611-53.4% | $152,861-74.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 16.30% | 373.79%-357.5pp | 258.74%-242.4pp | 345.32%-329.0pp |
| Employer contribution / active EE | $3,593 | $3,302+8.8% | $2,652+35.5% | $4,762-24.6% |
| Participant deferral / active EE | $7,362 | $4,688+57.0% | $3,899+88.8% | $5,850+25.8% |
| Admin fee / account holder | $8,340 | $6,241+33.6% | $4,912+69.8% | $11,596-28.1% |