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 | $38,972 | $48,230-19.2% | $67,502-42.3% | $80,856-51.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 13.43% | 18.28%-4.8pp | 3512.12%-3498.7pp | 35.59%-22.2pp |
| Employer contribution / active EE | $5,135 | $2,020+154.3% | $2,731+88.0% | $2,755+86.4% |
| Participant deferral / active EE | $2,531 | $2,924-13.4% | $4,000-36.7% | $4,296-41.1% |
| Admin fee / account holder | $3,551 | $3,681-3.5% | $3,998-11.2% | $6,918-48.7% |