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 | $55,228 | $148,534-62.8% | $135,903-59.4% | $139,434-60.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.28% | 79.19%-65.9pp | 68.23%-54.9pp | 372.94%-359.7pp |
| Employer contribution / active EE | $2,117 | $5,243-59.6% | $4,856-56.4% | $4,751-55.4% |
| Participant deferral / active EE | $30,000 | $8,100+270.4% | $7,758+286.7% | $6,710+347.1% |
| Admin fee / account holder | $25,910 | $12,400+109.0% | $10,762+140.8% | $11,403+127.2% |