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 | $61,062 | $102,317-40.3% | $146,958-58.4% | $80,856-24.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 27.37% | 134.76%-107.4pp | 418.34%-391.0pp | 35.59%-8.2pp |
| Employer contribution / active EE | $8,240 | $3,713+121.9% | $4,933+67.0% | $2,755+199.1% |
| Participant deferral / active EE | $5,851 | $6,644-11.9% | $8,070-27.5% | $4,296+36.2% |
| Admin fee / account holder | $9,430 | $7,941+18.7% | $12,998-27.5% | $6,918+36.3% |