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 | $42,459 | $100,852-57.9% | $90,404-53.0% | $158,922-73.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.27% | 1724.20%-1715.9pp | 1293.02%-1284.7pp | 302.83%-294.6pp |
| Employer contribution / active EE | $2,623 | $3,689-28.9% | $3,262-19.6% | $4,761-44.9% |
| Participant deferral / active EE | $2,623 | $4,348-39.7% | $3,963-33.8% | $5,982-56.2% |
| Admin fee / account holder | $7,072 | $6,501+8.8% | $5,611+26.0% | $11,246-37.1% |