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 | $14,537 | $53,127-72.6% | $86,590-83.2% | $70,131-79.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 52.64% | 27.66%+25.0pp | 964.84%-912.2pp | 73.14%-20.5pp |
| Employer contribution / active EE | $2,226 | $2,068+7.6% | $2,839-21.6% | $2,342-5.0% |
| Participant deferral / active EE | $2,593 | $2,696-3.8% | $3,609-28.1% | $3,332-22.2% |
| Admin fee / account holder | $609 | $3,585-83.0% | $4,906-87.6% | $4,645-86.9% |