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 | $47,934 | $88,083-45.6% | $164,813-70.9% | $74,495-35.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 11.75% | 17.26%-5.5pp | 69.93%-58.2pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,937 | $4,498-34.7% | $6,031-51.3% | $4,346-32.4% |
| Admin fee / account holder | $4,908 | $2,234+119.7% | $12,690-61.3% | $1,942+152.8% |