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 | $46,801 | $55,453-15.6% | $170,442-72.5% | $62,292-24.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.82% | 21.38%-1.6pp | 205.93%-186.1pp | 28.90%-9.1pp |
| Employer contribution / active EE | $3,068 | $2,164+41.8% | $5,433-43.5% | $2,042+50.2% |
| Participant deferral / active EE | $3,109 | $2,303+35.0% | $4,939-37.1% | $3,169-1.9% |
| Admin fee / account holder | $4,563 | $455+902.7% | $13,880-67.1% | $479+851.9% |