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 | $75,589 | $100,852-25.1% | $90,404-16.4% | $158,922-52.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.16% | 1724.20%-1711.0pp | 1293.02%-1279.9pp | 302.83%-289.7pp |
| Employer contribution / active EE | $2,251 | $3,689-39.0% | $3,262-31.0% | $4,761-52.7% |
| Participant deferral / active EE | $8,007 | $4,348+84.2% | $3,963+102.0% | $5,982+33.8% |
| Admin fee / account holder | $1,273 | $6,501-80.4% | $5,611-77.3% | $11,246-88.7% |