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 | $44,959 | $84,233-46.6% | $170,442-73.6% | $70,131-35.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 20.21% | 23.06%-2.9pp | 205.93%-185.7pp | 73.14%-52.9pp |
| Employer contribution / active EE | $5,005 | $3,387+47.8% | $5,433-7.9% | $2,342+113.7% |
| Participant deferral / active EE | $4,381 | $3,086+42.0% | $4,939-11.3% | $3,332+31.5% |
| Admin fee / account holder | $681 | $5,698-88.1% | $13,880-95.1% | $4,645-85.3% |