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 | $27,110 | $69,207-60.8% | $64,056-57.7% | $139,434-80.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.00% | 45.88%-32.9pp | 33.69%-20.7pp | 372.94%-359.9pp |
| Employer contribution / active EE | $4,838 | $3,182+52.0% | $2,747+76.2% | $4,751+1.8% |
| Participant deferral / active EE | $4,838 | $4,682+3.3% | $3,880+24.7% | $6,710-27.9% |
| Admin fee / account holder | $20,245 | $4,244+377.0% | $3,068+559.8% | $11,403+77.5% |