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 | $15,005 | $96,635-84.5% | $86,612-82.7% | $139,434-89.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.46% | 106.41%-87.0pp | 591.07%-571.6pp | 372.94%-353.5pp |
| Employer contribution / active EE | $1,108 | $3,263-66.0% | $3,022-63.3% | $4,751-76.7% |
| Participant deferral / active EE | $1,830 | $4,836-62.2% | $4,438-58.8% | $6,710-72.7% |
| Admin fee / account holder | $1,392 | $6,408-78.3% | $5,614-75.2% | $11,403-87.8% |