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 | $36,449 | $105,181-65.3% | $159,436-77.1% | $85,850-57.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 18.27% | 45.07%-26.8pp | 263.57%-245.3pp | 318.53%-300.3pp |
| Employer contribution / active EE | $3,551 | $3,318+7.0% | $4,829-26.5% | $2,565+38.4% |
| Participant deferral / active EE | $4,285 | $5,945-27.9% | $7,352-41.7% | $3,952+8.4% |
| Admin fee / account holder | $2,579 | $6,933-62.8% | $10,799-76.1% | $6,260-58.8% |