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 | $42,207 | $72,071-41.4% | $68,368-38.3% | $137,256-69.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.02% | 353.14%-339.1pp | 292.57%-278.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,350 | $2,788-15.7% | $2,649-11.3% | $4,156-43.5% |
| Participant deferral / active EE | $5,900 | $4,410+33.8% | $4,123+43.1% | $6,407-7.9% |
| Admin fee / account holder | $6,105 | $5,336+14.4% | $5,150+18.5% | $12,270-50.2% |