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 | $52,676 | $111,724-52.9% | $93,606-43.7% | $145,922-63.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.46% | 202.98%-194.5pp | 133.20%-124.7pp | 561.29%-552.8pp |
| Employer contribution / active EE | $1,392 | $3,090-54.9% | $2,420-42.5% | $4,660-70.1% |
| Participant deferral / active EE | $2,575 | $4,912-47.6% | $4,411-41.6% | $6,688-61.5% |
| Admin fee / account holder | $2,195 | $10,250-78.6% | $8,285-73.5% | $13,397-83.6% |