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 | $24,086 | $73,515-67.2% | $62,995-61.8% | $147,584-83.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 10.12% | 175.43%-165.3pp | 87.57%-77.4pp | 578.55%-568.4pp |
| Employer contribution / active EE | $834 | $3,320-74.9% | $2,759-69.8% | $4,876-82.9% |
| Participant deferral / active EE | $1,046 | $4,185-75.0% | $3,329-68.6% | $5,439-80.8% |
| Admin fee / account holder | $5,546 | $5,953-6.8% | $3,600+54.1% | $10,885-49.1% |