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 | $21,620 | $106,515-79.7% | $96,683-77.6% | $139,434-84.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.94% | 38.43%-27.5pp | 35.69%-24.8pp | 372.94%-362.0pp |
| Employer contribution / active EE | $19,727 | $4,103+380.8% | $3,737+427.9% | $4,751+315.2% |
| Participant deferral / active EE | $3,712 | $5,454-31.9% | $4,878-23.9% | $6,710-44.7% |
| Admin fee / account holder | $20,895 | $7,877+165.3% | $6,730+210.5% | $11,403+83.3% |