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 | $33,972 | $127,386-73.3% | $115,037-70.5% | $125,391-72.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 125.43% | 31.28%+94.2pp | 26.14%+99.3pp | 282.22%-156.8pp |
| Employer contribution / active EE | $1,758 | $5,166-66.0% | $4,608-61.8% | $4,866-63.9% |
| Participant deferral / active EE | $2,949 | $6,423-54.1% | $6,026-51.1% | $5,352-44.9% |
| Admin fee / account holder | $25,189 | $9,516+164.7% | $8,175+208.1% | $9,540+164.0% |