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 | $28,242 | $69,207-59.2% | $64,056-55.9% | $139,434-79.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.40% | 45.88%-28.5pp | 33.69%-16.3pp | 372.94%-355.5pp |
| Employer contribution / active EE | $2,312 | $3,182-27.3% | $2,747-15.8% | $4,751-51.3% |
| Participant deferral / active EE | $2,277 | $4,682-51.4% | $3,880-41.3% | $6,710-66.1% |
| Admin fee / account holder | $3,997 | $4,244-5.8% | $3,068+30.3% | $11,403-64.9% |