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 | $34,426 | $115,882-70.3% | $100,516-65.8% | $158,922-78.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 20.32% | 34.79%-14.5pp | 30.89%-10.6pp | 302.83%-282.5pp |
| Employer contribution / active EE | $2,794 | $4,103-31.9% | $3,418-18.2% | $4,761-41.3% |
| Participant deferral / active EE | $5,490 | $6,674-17.7% | $6,270-12.4% | $5,982-8.2% |
| Admin fee / account holder | $336 | $10,995-96.9% | $8,081-95.8% | $11,246-97.0% |