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 | $20,517 | $102,604-80.0% | $86,188-76.2% | $139,434-85.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.12% | 1922.51%-1906.4pp | 1168.45%-1152.3pp | 372.94%-356.8pp |
| Employer contribution / active EE | $2,350 | $3,032-22.5% | $2,380-1.3% | $4,751-50.5% |
| Participant deferral / active EE | $4,530 | $4,676-3.1% | $3,985+13.7% | $6,710-32.5% |
| Admin fee / account holder | $4,018 | $8,657-53.6% | $6,852-41.4% | $11,403-64.8% |