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 | $74,888-43.6% | $71,209-40.7% | $142,382-70.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.02% | 345.14%-331.1pp | 282.51%-268.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,350 | $2,854-17.7% | $2,721-13.6% | $4,299-45.3% |
| Participant deferral / active EE | $5,900 | $4,454+32.5% | $4,175+41.3% | $6,507-9.3% |
| Admin fee / account holder | $6,105 | $5,568+9.6% | $5,349+14.1% | $12,624-51.6% |