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 | $41,314 | $63,346-34.8% | $92,233-55.2% | $70,131-41.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.92% | 530.12%-514.2pp | 176.28%-160.4pp | 73.14%-57.2pp |
| Employer contribution / active EE | $5,190 | $2,471+110.0% | $3,679+41.1% | $2,342+121.6% |
| Participant deferral / active EE | $2,659 | $2,854-6.8% | $3,897-31.8% | $3,332-20.2% |
| Admin fee / account holder | $5,943 | $3,840+54.8% | $5,194+14.4% | $4,645+27.9% |