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 | $43,236 | $99,020-56.3% | $86,590-50.1% | $147,584-70.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.95% | 1312.34%-1291.4pp | 964.84%-943.9pp | 578.55%-557.6pp |
| Employer contribution / active EE | $5,565 | $3,132+77.7% | $2,839+96.0% | $4,876+14.1% |
| Participant deferral / active EE | $919 | $3,972-76.9% | $3,609-74.5% | $5,439-83.1% |
| Admin fee / account holder | $3,662 | $5,710-35.9% | $4,906-25.3% | $10,885-66.4% |