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 | $53,630 | $83,337-35.6% | $67,834-20.9% | $273,961-80.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 9.40% | 259.45%-250.0pp | 138.47%-129.1pp | 41.45%-32.1pp |
| Employer contribution / active EE | $5,240 | $3,287+59.4% | $2,403+118.0% | $4,869+7.6% |
| Participant deferral / active EE | $5,400 | $4,088+32.1% | $3,160+70.9% | $5,287+2.1% |
| Admin fee / account holder | $14,812 | $6,752+119.4% | $4,622+220.5% | $10,132+46.2% |