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 | $42,737 | $137,414-68.9% | $189,513-77.4% | $85,850-50.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 18.58% | 38.14%-19.6pp | 555.15%-536.6pp | 318.53%-300.0pp |
| Employer contribution / active EE | $2,856 | $4,344-34.3% | $6,162-53.6% | $2,565+11.3% |
| Participant deferral / active EE | $7,183 | $6,260+14.8% | $8,221-12.6% | $3,952+81.8% |
| Admin fee / account holder | $6,832 | $8,630-20.8% | $12,045-43.3% | $6,260+9.1% |