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 | $23,680 | $81,625-71.0% | $58,482-59.5% | $139,434-83.0% |
| Participation rate | 76.2% | 61.3%+14.9pp | 50.9%+25.3pp | 80.3%-4.1pp |
| Annual return | 8.22% | 7404.20%-7396.0pp | 4239.32%-4231.1pp | 372.94%-364.7pp |
| Employer contribution / active EE | $1,646 | $1,398+17.7% | $1,053+56.3% | $4,751-65.4% |
| Participant deferral / active EE | $2,898 | $2,557+13.3% | $1,924+50.6% | $6,710-56.8% |
| Admin fee / account holder | $37,950 | $3,265+1062.3% | $2,516+1408.4% | $11,403+232.8% |