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 | $66,391 | $98,750-32.8% | $149,696-55.6% | $79,858-16.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 22.58% | 27.43%-4.8pp | 276.60%-254.0pp | 31.71%-9.1pp |
| Employer contribution / active EE | $3,205 | $3,216-0.4% | $4,644-31.0% | $2,471+29.7% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,481 | $6,053-75.5% | $9,309-84.1% | $5,306-72.1% |