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 | $19,039 | $99,020-80.8% | $86,590-78.0% | $147,584-87.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.11% | 1312.34%-1299.2pp | 964.84%-951.7pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,432 | $3,132-54.3% | $2,839-49.6% | $4,876-70.6% |
| Participant deferral / active EE | $1,350 | $3,972-66.0% | $3,609-62.6% | $5,439-75.2% |
| Admin fee / account holder | $14,590 | $5,710+155.5% | $4,906+197.4% | $10,885+34.0% |