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 | $22,436 | $133,922-83.2% | $116,228-80.7% | $142,382-84.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 11.95% | 147.76%-135.8pp | 90.06%-78.1pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,968 | $3,446-42.9% | $2,994-34.3% | $4,299-54.2% |
| Participant deferral / active EE | $2,545 | $5,672-55.1% | $4,953-48.6% | $6,507-60.9% |
| Admin fee / account holder | $16,536 | $14,945+10.6% | $11,989+37.9% | $12,624+31.0% |