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 | $36,238 | $106,890-66.1% | $84,015-56.9% | $152,861-76.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 18.16% | 104.99%-86.8pp | 71.31%-53.1pp | 345.32%-327.2pp |
| Employer contribution / active EE | $2,313 | $2,734-15.4% | $1,983+16.6% | $4,762-51.4% |
| Participant deferral / active EE | $3,414 | $4,011-14.9% | $3,239+5.4% | $5,850-41.6% |
| Admin fee / account holder | $837 | $8,285-89.9% | $6,101-86.3% | $11,596-92.8% |