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 | $30,565 | $107,334-71.5% | $92,893-67.1% | $152,861-80.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 25.66% | 145.58%-119.9pp | 109.41%-83.8pp | 345.32%-319.7pp |
| Employer contribution / active EE | $1,718 | $4,221-59.3% | $3,653-53.0% | $4,762-63.9% |
| Participant deferral / active EE | $3,193 | $4,845-34.1% | $4,236-24.6% | $5,850-45.4% |
| Admin fee / account holder | $673 | $7,079-90.5% | $5,794-88.4% | $11,596-94.2% |