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 | $21,240 | $100,852-78.9% | $90,404-76.5% | $158,922-86.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.63% | 1724.20%-1713.6pp | 1293.02%-1282.4pp | 302.83%-292.2pp |
| Employer contribution / active EE | $2,416 | $3,689-34.5% | $3,262-25.9% | $4,761-49.3% |
| Participant deferral / active EE | $2,472 | $4,348-43.1% | $3,963-37.6% | $5,982-58.7% |
| Admin fee / account holder | $309 | $6,501-95.3% | $5,611-94.5% | $11,246-97.3% |