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 | $36,279 | $99,020-63.4% | $86,590-58.1% | $147,584-75.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.93% | 1312.34%-1302.4pp | 964.84%-954.9pp | 578.55%-568.6pp |
| Employer contribution / active EE | $1,566 | $3,132-50.0% | $2,839-44.8% | $4,876-67.9% |
| Participant deferral / active EE | $3,404 | $3,972-14.3% | $3,609-5.7% | $5,439-37.4% |
| Admin fee / account holder | $37,949 | $5,710+564.6% | $4,906+673.6% | $10,885+248.6% |