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 | $28,518 | $84,233-66.1% | $170,442-83.3% | $70,131-59.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.63% | 23.06%-5.4pp | 205.93%-188.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $2,308 | $3,387-31.9% | $5,433-57.5% | $2,342-1.5% |
| Participant deferral / active EE | $2,475 | $3,086-19.8% | $4,939-49.9% | $3,332-25.7% |
| Admin fee / account holder | $1,221 | $5,698-78.6% | $13,880-91.2% | $4,645-73.7% |