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 | $46,963 | $115,882-59.5% | $100,516-53.3% | $158,922-70.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 21.78% | 34.79%-13.0pp | 30.89%-9.1pp | 302.83%-281.1pp |
| Employer contribution / active EE | $1,585 | $4,103-61.4% | $3,418-53.6% | $4,761-66.7% |
| Participant deferral / active EE | $3,381 | $6,674-49.3% | $6,270-46.1% | $5,982-43.5% |
| Admin fee / account holder | $1,000 | $10,995-90.9% | $8,081-87.6% | $11,246-91.1% |