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 | $25,371 | $72,071-64.8% | $68,368-62.9% | $137,256-81.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.56% | 353.14%-337.6pp | 292.57%-277.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $3,396 | $2,788+21.8% | $2,649+28.2% | $4,156-18.3% |
| Participant deferral / active EE | $3,413 | $4,410-22.6% | $4,123-17.2% | $6,407-46.7% |
| Admin fee / account holder | $722 | $5,336-86.5% | $5,150-86.0% | $12,270-94.1% |