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 | $34,828 | $108,642-67.9% | $74,701-53.4% | $152,861-77.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 24.28% | 114.06%-89.8pp | 752.92%-728.6pp | 345.32%-321.0pp |
| Employer contribution / active EE | $525 | $1,503-65.1% | $1,084-51.6% | $4,762-89.0% |
| Participant deferral / active EE | $4,300 | $2,712+58.6% | $1,964+119.0% | $5,850-26.5% |
| Admin fee / account holder | $1,507 | $4,902-69.3% | $3,333-54.8% | $11,596-87.0% |