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 | $28,252 | $45,035-37.3% | $62,995-55.2% | $70,131-59.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 19.13% | 18.76%+0.4pp | 87.57%-68.4pp | 73.14%-54.0pp |
| Employer contribution / active EE | $3,300 | $2,051+60.9% | $2,759+19.6% | $2,342+40.9% |
| Participant deferral / active EE | $8,172 | $2,465+231.6% | $3,329+145.4% | $3,332+145.3% |
| Admin fee / account holder | $7,076 | $2,834+149.7% | $3,600+96.6% | $4,645+52.3% |