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 | $63,929 | $78,422-18.5% | $95,952-33.4% | $79,858-19.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 32.28% | 19.37%+12.9pp | 91.61%-59.3pp | 31.71%+0.6pp |
| Employer contribution / active EE | $4,197 | $1,945+115.8% | $2,541+65.2% | $2,471+69.9% |
| Participant deferral / active EE | $3,141 | $3,440-8.7% | $4,167-24.6% | $3,740-16.0% |
| Admin fee / account holder | $1,165 | $5,622-79.3% | $6,795-82.9% | $5,306-78.0% |