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 | $43,726 | $166,020-73.7% | $164,866-73.5% | $145,959-70.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.52% | 100.08%-90.6pp | 69.97%-60.4pp | 561.95%-552.4pp |
| Employer contribution / active EE | $6,001 | $5,275+13.8% | $4,343+38.2% | $4,661+28.8% |
| Participant deferral / active EE | $5,331 | $6,961-23.4% | $6,033-11.6% | $6,689-20.3% |
| Admin fee / account holder | $6,041 | $16,644-63.7% | $12,689-52.4% | $13,398-54.9% |