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 | $20,021 | $109,817-81.8% | $98,442-79.7% | $167,490-88.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 28.32% | 1956.69%-1928.4pp | 1492.73%-1464.4pp | 478.56%-450.2pp |
| Employer contribution / active EE | $1,968 | $3,224-38.9% | $2,960-33.5% | $4,837-59.3% |
| Participant deferral / active EE | $1,298 | $4,673-72.2% | $4,276-69.7% | $6,341-79.5% |
| Admin fee / account holder | $485 | $6,753-92.8% | $5,949-91.8% | $12,309-96.1% |