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 | $46,217 | $105,859-56.3% | $90,160-48.7% | $147,584-68.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 30.71% | 37.63%-6.9pp | 34.88%-4.2pp | 578.55%-547.8pp |
| Employer contribution / active EE | $14,474 | $4,126+250.8% | $3,318+336.2% | $4,876+196.8% |
| Participant deferral / active EE | $8,307 | $5,733+44.9% | $5,288+57.1% | $5,439+52.7% |
| Admin fee / account holder | $636 | $8,046-92.1% | $5,943-89.3% | $10,885-94.2% |