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 | $29,420 | $99,020-70.3% | $86,590-66.0% | $147,584-80.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.58% | 1312.34%-1298.8pp | 964.84%-951.3pp | 578.55%-565.0pp |
| Employer contribution / active EE | $1,966 | $3,132-37.2% | $2,839-30.8% | $4,876-59.7% |
| Participant deferral / active EE | $4,442 | $3,972+11.8% | $3,609+23.1% | $5,439-18.3% |
| Admin fee / account holder | $3,535 | $5,710-38.1% | $4,906-27.9% | $10,885-67.5% |