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 | $22,549 | $102,966-78.1% | $90,281-75.0% | $152,861-85.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 27.01% | 95.16%-68.2pp | 78.10%-51.1pp | 345.32%-318.3pp |
| Employer contribution / active EE | $1,331 | $3,139-57.6% | $2,854-53.4% | $4,762-72.1% |
| Participant deferral / active EE | $6,833 | $4,281+59.6% | $3,885+75.9% | $5,850+16.8% |
| Admin fee / account holder | $2,606 | $6,171-57.8% | $5,351-51.3% | $11,596-77.5% |