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 | $57,322 | $90,348-36.6% | $75,972-24.5% | $145,922-60.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.20% | 620.88%-608.7pp | 359.55%-347.3pp | 561.29%-549.1pp |
| Employer contribution / active EE | $763 | $3,311-77.0% | $2,685-71.6% | $4,660-83.6% |
| Participant deferral / active EE | $7,555 | $5,162+46.4% | $4,255+77.5% | $6,688+13.0% |
| Admin fee / account holder | $1,688 | $8,467-80.1% | $6,467-73.9% | $13,397-87.4% |