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 | $55,220 | $73,515-24.9% | $62,995-12.3% | $147,584-62.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 19.39% | 175.43%-156.0pp | 87.57%-68.2pp | 578.55%-559.2pp |
| Employer contribution / active EE | $5,843 | $3,320+76.0% | $2,759+111.8% | $4,876+19.8% |
| Participant deferral / active EE | $2,388 | $4,185-42.9% | $3,329-28.3% | $5,439-56.1% |
| Admin fee / account holder | $11,677 | $5,953+96.1% | $3,600+224.4% | $10,885+7.3% |