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 | $46,684 | $99,652-53.2% | $78,778-40.7% | $147,584-68.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 8.64% | 47.28%-38.6pp | 35.62%-27.0pp | 578.55%-569.9pp |
| Employer contribution / active EE | $4,035 | $2,796+44.3% | $1,986+103.2% | $4,876-17.3% |
| Participant deferral / active EE | $1,833 | $3,664-50.0% | $2,958-38.0% | $5,439-66.3% |
| Admin fee / account holder | $2,142 | $7,155-70.1% | $5,134-58.3% | $10,885-80.3% |