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 | $64,595 | $100,041-35.4% | $149,718-56.9% | $70,131-7.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 21.33% | 27.43%-6.1pp | 1501.63%-1480.3pp | 73.14%-51.8pp |
| Employer contribution / active EE | $7,227 | $3,662+97.4% | $5,445+32.7% | $2,342+208.5% |
| Participant deferral / active EE | $4,187 | $4,983-16.0% | $6,569-36.3% | $3,332+25.7% |
| Admin fee / account holder | $2,077 | $8,286-74.9% | $11,283-81.6% | $4,645-55.3% |