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 | $193,152 | $97,757+97.6% | $83,848+130.4% | $135,375+42.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.43% | 1287.37%-1286.9pp | 850.88%-850.4pp | 519.73%-519.3pp |
| Employer contribution / active EE | $946 | $4,222-77.6% | $3,631-74.0% | $4,779-80.2% |
| Participant deferral / active EE | $1,735 | $4,682-62.9% | $4,082-57.5% | $5,609-69.1% |
| Admin fee / account holder | $2,629 | $6,674-60.6% | $5,478-52.0% | $10,827-75.7% |