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 | $15,104 | $172,111-91.2% | $150,298-90.0% | $137,256-89.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.91% | 69.37%-53.5pp | 62.79%-46.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,859 | $4,636-59.9% | $4,154-55.2% | $4,156-55.3% |
| Participant deferral / active EE | $1,866 | $6,166-69.7% | $5,453-65.8% | $6,407-70.9% |
| Admin fee / account holder | $413 | $16,471-97.5% | $14,116-97.1% | $12,270-96.6% |