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 | $25,272 | $72,400-65.1% | $67,502-62.6% | $145,922-82.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.93% | 7182.46%-7166.5pp | 3512.12%-3496.2pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,434 | $3,069-20.7% | $2,731-10.9% | $4,660-47.8% |
| Participant deferral / active EE | $2,846 | $4,783-40.5% | $4,000-28.8% | $6,688-57.4% |
| Admin fee / account holder | $1,507 | $5,539-72.8% | $3,998-62.3% | $13,397-88.8% |