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 | $49,989 | $100,852-50.4% | $90,404-44.7% | $158,922-68.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.28% | 1724.20%-1710.9pp | 1293.02%-1279.7pp | 302.83%-289.5pp |
| Employer contribution / active EE | $3,014 | $3,689-18.3% | $3,262-7.6% | $4,761-36.7% |
| Participant deferral / active EE | $10,215 | $4,348+134.9% | $3,963+157.7% | $5,982+70.8% |
| Admin fee / account holder | $11,448 | $6,501+76.1% | $5,611+104.0% | $11,246+1.8% |