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 | $43,975 | $117,841-62.7% | $102,423-57.1% | $145,922-69.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.01% | 31.65%-13.6pp | 29.32%-11.3pp | 561.29%-543.3pp |
| Employer contribution / active EE | $2,198 | $3,615-39.2% | $3,023-27.3% | $4,660-52.8% |
| Participant deferral / active EE | $4,859 | $5,731-15.2% | $5,053-3.8% | $6,688-27.3% |
| Admin fee / account holder | $7,452 | $13,326-44.1% | $9,451-21.2% | $13,397-44.4% |