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 | $41,280 | $100,852-59.1% | $90,404-54.3% | $158,922-74.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 31.94% | 1724.20%-1692.3pp | 1293.02%-1261.1pp | 302.83%-270.9pp |
| Employer contribution / active EE | $1,762 | $3,689-52.2% | $3,262-46.0% | $4,761-63.0% |
| Participant deferral / active EE | $5,772 | $4,348+32.8% | $3,963+45.6% | $5,982-3.5% |
| Admin fee / account holder | $14,746 | $6,501+126.8% | $5,611+162.8% | $11,246+31.1% |