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 | $49,391 | $109,817-55.0% | $98,442-49.8% | $167,490-70.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.68% | 1956.69%-1943.0pp | 1492.73%-1479.0pp | 478.56%-464.9pp |
| Employer contribution / active EE | $5,304 | $3,224+64.5% | $2,960+79.2% | $4,837+9.6% |
| Participant deferral / active EE | $9,286 | $4,673+98.7% | $4,276+117.2% | $6,341+46.4% |
| Admin fee / account holder | $2,513 | $6,753-62.8% | $5,949-57.8% | $12,309-79.6% |