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 | $53,747 | $99,652-46.1% | $78,778-31.8% | $147,584-63.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 18.48% | 47.28%-28.8pp | 35.62%-17.1pp | 578.55%-560.1pp |
| Employer contribution / active EE | $750 | $2,796-73.2% | $1,986-62.2% | $4,876-84.6% |
| Participant deferral / active EE | $8,250 | $3,664+125.2% | $2,958+178.9% | $5,439+51.7% |
| Admin fee / account holder | $1,053 | $7,155-85.3% | $5,134-79.5% | $10,885-90.3% |