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 | $37,266 | $108,912-65.8% | $100,383-62.9% | $145,959-74.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.07% | 57.96%-38.9pp | 49.26%-30.2pp | 561.95%-542.9pp |
| Employer contribution / active EE | $3,487 | $4,423-21.2% | $3,944-11.6% | $4,661-25.2% |
| Participant deferral / active EE | $9,700 | $8,451+14.8% | $8,086+20.0% | $6,689+45.0% |
| Admin fee / account holder | $7,005 | $9,690-27.7% | $7,900-11.3% | $13,398-47.7% |