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 | $27,706 | $108,642-74.5% | $74,701-62.9% | $152,861-81.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 14.86% | 114.06%-99.2pp | 752.92%-738.1pp | 345.32%-330.5pp |
| Employer contribution / active EE | $3,993 | $1,503+165.7% | $1,084+268.5% | $4,762-16.2% |
| Participant deferral / active EE | $449 | $2,712-83.4% | $1,964-77.1% | $5,850-92.3% |
| Admin fee / account holder | $359 | $4,902-92.7% | $3,333-89.2% | $11,596-96.9% |