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 | $23,099 | $99,020-76.7% | $86,590-73.3% | $147,584-84.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.46% | 1312.34%-1299.9pp | 964.84%-952.4pp | 578.55%-566.1pp |
| Employer contribution / active EE | $2,460 | $3,132-21.5% | $2,839-13.4% | $4,876-49.6% |
| Participant deferral / active EE | $4,556 | $3,972+14.7% | $3,609+26.3% | $5,439-16.2% |
| Admin fee / account holder | $11,159 | $5,710+95.4% | $4,906+127.5% | $10,885+2.5% |