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 | $42,505 | $73,515-42.2% | $62,995-32.5% | $147,584-71.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 10.90% | 175.43%-164.5pp | 87.57%-76.7pp | 578.55%-567.6pp |
| Employer contribution / active EE | $2,307 | $3,320-30.5% | $2,759-16.4% | $4,876-52.7% |
| Participant deferral / active EE | $5,917 | $4,185+41.4% | $3,329+77.7% | $5,439+8.8% |
| Admin fee / account holder | $47,254 | $5,953+693.7% | $3,600+1212.6% | $10,885+334.1% |