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 | $36,164 | $56,199-35.7% | $67,652-46.5% | $59,632-39.4% |
| Participation rate | 97.8% | 71.5%+26.4pp | 75.7%+22.2pp | 68.7%+29.2pp |
| Annual return | 10.80% | 18505.31%-18494.5pp | 6625.04%-6614.2pp | 2041.28%-2030.5pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,388 | $2,844-16.0% | $3,560-32.9% | $3,192-25.2% |
| Admin fee / account holder | $4,155 | $3,958+5.0% | $4,821-13.8% | $4,297-3.3% |