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 | $54,935 | $162,781-66.3% | $133,956-59.0% | $158,922-65.4% |
| Participation rate | 94.1% | 83.2%+10.9pp | 79.8%+14.3pp | 82.0%+12.2pp |
| Annual return | 14.78% | 41.94%-27.2pp | 45.09%-30.3pp | 302.83%-288.1pp |
| Employer contribution / active EE | $2,059 | $4,975-58.6% | $3,919-47.5% | $4,761-56.8% |
| Participant deferral / active EE | $0 | $5,911-100.0% | $5,048-100.0% | $5,982-100.0% |
| Admin fee / account holder | $435 | $11,736-96.3% | $8,927-95.1% | $11,246-96.1% |