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 | $58,275 | $118,680-50.9% | $98,907-41.1% | $158,922-63.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 11.70% | 372.35%-360.7pp | 196.43%-184.7pp | 302.83%-291.1pp |
| Employer contribution / active EE | $1,153 | $3,333-65.4% | $2,689-57.1% | $4,761-75.8% |
| Participant deferral / active EE | $2,618 | $5,088-48.5% | $4,244-38.3% | $5,982-56.2% |
| Admin fee / account holder | $29,215 | $10,131+188.4% | $6,642+339.9% | $11,246+159.8% |