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 | $25,065 | $116,175-78.4% | $93,606-73.2% | $152,861-83.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 23.76% | 35.96%-12.2pp | 32.76%-9.0pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,133 | $3,218-64.8% | $2,718-58.3% | $4,762-76.2% |
| Participant deferral / active EE | $1,862 | $4,603-59.6% | $4,069-54.2% | $5,850-68.2% |
| Admin fee / account holder | $342 | $10,748-96.8% | $7,888-95.7% | $11,596-97.1% |