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 | $31,148 | $102,966-69.7% | $90,281-65.5% | $152,861-79.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.65% | 95.16%-75.5pp | 78.10%-58.4pp | 345.32%-325.7pp |
| Employer contribution / active EE | $5,637 | $3,139+79.6% | $2,854+97.5% | $4,762+18.4% |
| Participant deferral / active EE | $6,473 | $4,281+51.2% | $3,885+66.6% | $5,850+10.6% |
| Admin fee / account holder | $531 | $6,171-91.4% | $5,351-90.1% | $11,596-95.4% |