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 | $36,639 | $165,984-77.9% | $164,813-77.8% | $145,922-74.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.12% | 100.03%-85.9pp | 69.93%-55.8pp | 561.29%-547.2pp |
| Employer contribution / active EE | $4,204 | $5,273-20.3% | $4,341-3.2% | $4,660-9.8% |
| Participant deferral / active EE | $5,043 | $6,959-27.5% | $6,031-16.4% | $6,688-24.6% |
| Admin fee / account holder | $5,609 | $16,648-66.3% | $12,690-55.8% | $13,397-58.1% |