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 | $53,008 | $72,071-26.5% | $68,368-22.5% | $137,256-61.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.09% | 353.14%-332.1pp | 292.57%-271.5pp | 220.34%-199.3pp |
| Employer contribution / active EE | $2,001 | $2,788-28.2% | $2,649-24.4% | $4,156-51.8% |
| Participant deferral / active EE | $2,952 | $4,410-33.1% | $4,123-28.4% | $6,407-53.9% |
| Admin fee / account holder | $4,364 | $5,336-18.2% | $5,150-15.3% | $12,270-64.4% |