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 | $51,664 | $85,202-39.4% | $172,739-70.1% | $72,985-29.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.60% | 27.32%-5.7pp | 802.84%-781.2pp | 81.00%-59.4pp |
| Employer contribution / active EE | $4,170 | $3,324+25.4% | $5,143-18.9% | $2,440+70.9% |
| Participant deferral / active EE | $1,641 | $3,260-49.7% | $5,198-68.4% | $3,607-54.5% |
| Admin fee / account holder | $7,314 | $5,884+24.3% | $13,954-47.6% | $5,124+42.7% |