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 | $19,881 | $107,334-81.5% | $92,893-78.6% | $152,861-87.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.88% | 145.58%-125.7pp | 109.41%-89.5pp | 345.32%-325.4pp |
| Employer contribution / active EE | $3,116 | $4,221-26.2% | $3,653-14.7% | $4,762-34.6% |
| Participant deferral / active EE | $4,161 | $4,845-14.1% | $4,236-1.8% | $5,850-28.9% |
| Admin fee / account holder | $643 | $7,079-90.9% | $5,794-88.9% | $11,596-94.5% |