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 | $24,925 | $98,240-74.6% | $82,313-69.7% | $147,584-83.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.63% | 30.85%-11.2pp | 25.88%-6.2pp | 578.55%-558.9pp |
| Employer contribution / active EE | $1,908 | $3,192-40.2% | $2,428-21.4% | $4,876-60.9% |
| Participant deferral / active EE | $8,125 | $4,383+85.4% | $3,706+119.2% | $5,439+49.4% |
| Admin fee / account holder | $600 | $8,563-93.0% | $5,608-89.3% | $10,885-94.5% |