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 | $44,073 | $111,754-60.6% | $103,333-57.3% | $145,922-69.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.56% | 24.77%-4.2pp | 24.88%-4.3pp | 561.29%-540.7pp |
| Employer contribution / active EE | $10,145 | $4,212+140.8% | $3,868+162.3% | $4,660+117.7% |
| Participant deferral / active EE | $2,230 | $5,619-60.3% | $5,057-55.9% | $6,688-66.6% |
| Admin fee / account holder | $2,167 | $9,750-77.8% | $8,355-74.1% | $13,397-83.8% |