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 | $34,078 | $105,181-67.6% | $159,436-78.6% | $85,850-60.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 23.27% | 45.07%-21.8pp | 263.57%-240.3pp | 318.53%-295.3pp |
| Employer contribution / active EE | $3,278 | $3,318-1.2% | $4,829-32.1% | $2,565+27.8% |
| Participant deferral / active EE | $6,776 | $5,945+14.0% | $7,352-7.8% | $3,952+71.5% |
| Admin fee / account holder | $679 | $6,933-90.2% | $10,799-93.7% | $6,260-89.1% |