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 | $24,655 | $88,751-72.2% | $81,812-69.9% | $145,922-83.1% |
| Participation rate | 94.1% | 75.0%+19.1pp | 72.3%+21.8pp | 80.3%+13.8pp |
| Annual return | 12.00% | 1025.40%-1013.4pp | 773.79%-761.8pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,137 | $3,083-30.7% | $2,912-26.6% | $4,660-54.1% |
| Participant deferral / active EE | $4,699 | $4,643+1.2% | $4,319+8.8% | $6,688-29.7% |
| Admin fee / account holder | $23,555 | $8,415+179.9% | $7,386+218.9% | $13,397+75.8% |