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 | $56,870 | $114,047-50.1% | $96,139-40.8% | $167,490-66.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 12.49% | 189.88%-177.4pp | 191.94%-179.5pp | 478.56%-466.1pp |
| Employer contribution / active EE | $733 | $3,427-78.6% | $2,797-73.8% | $4,837-84.9% |
| Participant deferral / active EE | $2,984 | $5,194-42.5% | $4,349-31.4% | $6,341-52.9% |
| Admin fee / account holder | $1,616 | $6,897-76.6% | $5,537-70.8% | $12,309-86.9% |