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 | $55,473 | $100,041-44.6% | $149,718-62.9% | $70,131-20.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 24.87% | 27.43%-2.6pp | 1501.63%-1476.8pp | 73.14%-48.3pp |
| Employer contribution / active EE | $4,568 | $3,662+24.8% | $5,445-16.1% | $2,342+95.0% |
| Participant deferral / active EE | $6,607 | $4,983+32.6% | $6,569+0.6% | $3,332+98.3% |
| Admin fee / account holder | $5,073 | $8,286-38.8% | $11,283-55.0% | $4,645+9.2% |