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 | $47,837 | $201,272-76.2% | $184,203-74.0% | $145,922-67.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.36% | 29.00%-17.6pp | 28.81%-17.4pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,849 | $7,022-59.4% | $6,427-55.7% | $4,660-38.9% |
| Participant deferral / active EE | $5,270 | $9,806-46.3% | $9,131-42.3% | $6,688-21.2% |
| Admin fee / account holder | $3,527 | $16,364-78.4% | $13,901-74.6% | $13,397-73.7% |