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 | $34,998 | $74,888-53.3% | $71,209-50.9% | $142,382-75.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.80% | 345.14%-323.3pp | 282.51%-260.7pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,592 | $2,854-9.2% | $2,721-4.7% | $4,299-39.7% |
| Participant deferral / active EE | $4,537 | $4,454+1.9% | $4,175+8.7% | $6,507-30.3% |
| Admin fee / account holder | $11,521 | $5,568+106.9% | $5,349+115.4% | $12,624-8.7% |