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 | $43,879 | $27,915+57.2% | $58,482-25.0% | $75,163-41.6% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 18.82% | 44.20%-25.4pp | 4239.32%-4220.5pp | 160.62%-141.8pp |
| Employer contribution / active EE | $921 | $669+37.6% | $1,053-12.6% | $2,670-65.5% |
| Participant deferral / active EE | $2,398 | $1,201+99.6% | $1,924+24.6% | $4,125-41.9% |
| Admin fee / account holder | $3,383 | $1,726+96.0% | $2,516+34.4% | $5,651-40.1% |