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 | $53,611 | $109,881-51.2% | $150,045-64.3% | $84,808-36.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 52.33% | 28.25%+24.1pp | 62.55%-10.2pp | 40.90%+11.4pp |
| Employer contribution / active EE | $1,640 | $3,561-54.0% | $4,693-65.1% | $2,631-37.7% |
| Participant deferral / active EE | $3,319 | $6,636-50.0% | $7,997-58.5% | $4,212-21.2% |
| Admin fee / account holder | $490 | $8,568-94.3% | $13,435-96.4% | $7,344-93.3% |