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 | $17,356 | $91,037-80.9% | $71,671-75.8% | $147,584-88.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 20.50% | 20.48%0pp | 20.65%-0.1pp | 578.55%-558.0pp |
| Employer contribution / active EE | $861 | $3,327-74.1% | $2,460-65.0% | $4,876-82.3% |
| Participant deferral / active EE | $4,369 | $4,498-2.9% | $3,438+27.1% | $5,439-19.7% |
| Admin fee / account holder | $529 | $8,613-93.9% | $5,558-90.5% | $10,885-95.1% |