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 | $37,133 | $102,966-63.9% | $90,281-58.9% | $152,861-75.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 25.05% | 95.16%-70.1pp | 78.10%-53.0pp | 345.32%-320.3pp |
| Employer contribution / active EE | $1,122 | $3,139-64.3% | $2,854-60.7% | $4,762-76.4% |
| Participant deferral / active EE | $3,289 | $4,281-23.2% | $3,885-15.3% | $5,850-43.8% |
| Admin fee / account holder | $3,401 | $6,171-44.9% | $5,351-36.4% | $11,596-70.7% |