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 | $58,413 | $100,041-41.6% | $149,718-61.0% | $70,131-16.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 23.70% | 27.43%-3.7pp | 1501.63%-1477.9pp | 73.14%-49.4pp |
| Employer contribution / active EE | $2,657 | $3,662-27.4% | $5,445-51.2% | $2,342+13.4% |
| Participant deferral / active EE | $9,269 | $4,983+86.0% | $6,569+41.1% | $3,332+178.2% |
| Admin fee / account holder | $10,122 | $8,286+22.1% | $11,283-10.3% | $4,645+117.9% |