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 | $30,232 | $100,852-70.0% | $90,404-66.6% | $158,922-81.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.57% | 1724.20%-1716.6pp | 1293.02%-1285.4pp | 302.83%-295.3pp |
| Employer contribution / active EE | $6,490 | $3,689+75.9% | $3,262+98.9% | $4,761+36.3% |
| Participant deferral / active EE | $5,531 | $4,348+27.2% | $3,963+39.5% | $5,982-7.5% |
| Admin fee / account holder | $174,027 | $6,501+2576.9% | $5,611+3001.6% | $11,246+1447.5% |