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 | $37,114 | $74,888-50.4% | $71,209-47.9% | $142,382-73.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 31.09% | 345.14%-314.1pp | 282.51%-251.4pp | 217.08%-186.0pp |
| Employer contribution / active EE | $2,553 | $2,854-10.6% | $2,721-6.2% | $4,299-40.6% |
| Participant deferral / active EE | $5,631 | $4,454+26.4% | $4,175+34.9% | $6,507-13.5% |
| Admin fee / account holder | $4,541 | $5,568-18.5% | $5,349-15.1% | $12,624-64.0% |