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 | $34,908 | $104,907-66.7% | $84,611-58.7% | $152,861-77.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 15.24% | 373.79%-358.5pp | 258.74%-243.5pp | 345.32%-330.1pp |
| Employer contribution / active EE | $4,289 | $3,302+29.9% | $2,652+61.7% | $4,762-9.9% |
| Participant deferral / active EE | $7,121 | $4,688+51.9% | $3,899+82.6% | $5,850+21.7% |
| Admin fee / account holder | $927 | $6,241-85.2% | $4,912-81.1% | $11,596-92.0% |