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 | $38,582 | $98,750-60.9% | $149,696-74.2% | $79,858-51.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 21.23% | 27.43%-6.2pp | 276.60%-255.4pp | 31.71%-10.5pp |
| Employer contribution / active EE | $2,633 | $3,216-18.1% | $4,644-43.3% | $2,471+6.6% |
| Participant deferral / active EE | $6,110 | $5,680+7.6% | $6,842-10.7% | $3,740+63.4% |
| Admin fee / account holder | $405 | $6,053-93.3% | $9,309-95.6% | $5,306-92.4% |