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 | $21,626 | $132,634-83.7% | $115,768-81.3% | $137,256-84.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 18.30% | 160.70%-142.4pp | 100.46%-82.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,002 | $3,360-70.2% | $2,940-65.9% | $4,156-75.9% |
| Participant deferral / active EE | $2,282 | $5,619-59.4% | $4,917-53.6% | $6,407-64.4% |
| Admin fee / account holder | $16,198 | $15,028+7.8% | $12,439+30.2% | $12,270+32.0% |