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 | $38,583 | $102,966-62.5% | $90,281-57.3% | $152,861-74.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.35% | 95.16%-73.8pp | 78.10%-56.8pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,760 | $3,139-43.9% | $2,854-38.3% | $4,762-63.0% |
| Participant deferral / active EE | $1,172 | $4,281-72.6% | $3,885-69.8% | $5,850-80.0% |
| Admin fee / account holder | $708 | $6,171-88.5% | $5,351-86.8% | $11,596-93.9% |