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 | $33,646 | $127,777-73.7% | $106,548-68.4% | $167,490-79.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 16.29% | 33.87%-17.6pp | 26.80%-10.5pp | 478.56%-462.3pp |
| Employer contribution / active EE | $1,663 | $3,427-51.5% | $2,819-41.0% | $4,837-65.6% |
| Participant deferral / active EE | $4,804 | $5,087-5.6% | $4,398+9.2% | $6,341-24.2% |
| Admin fee / account holder | $782 | $11,228-93.0% | $7,407-89.4% | $12,309-93.6% |