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 | $31,692 | $74,888-57.7% | $71,209-55.5% | $142,382-77.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.58% | 345.14%-327.6pp | 282.51%-264.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,143 | $2,854-24.9% | $2,721-21.2% | $4,299-50.2% |
| Participant deferral / active EE | $3,582 | $4,454-19.6% | $4,175-14.2% | $6,507-45.0% |
| Admin fee / account holder | $6,216 | $5,568+11.6% | $5,349+16.2% | $12,624-50.8% |