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 | $33,608 | $70,756-52.5% | $65,493-48.7% | $142,382-76.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 16.27% | 1754.89%-1738.6pp | 982.45%-966.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,253 | $2,881+12.9% | $2,574+26.4% | $4,299-24.3% |
| Participant deferral / active EE | $3,853 | $4,637-16.9% | $3,961-2.7% | $6,507-40.8% |
| Admin fee / account holder | $4,250 | $6,559-35.2% | $5,028-15.5% | $12,624-66.3% |