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 | $24,755 | $107,334-76.9% | $92,893-73.4% | $152,861-83.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 17.32% | 145.58%-128.3pp | 109.41%-92.1pp | 345.32%-328.0pp |
| Employer contribution / active EE | $7,023 | $4,221+66.4% | $3,653+92.3% | $4,762+47.5% |
| Participant deferral / active EE | $4,222 | $4,845-12.8% | $4,236-0.3% | $5,850-27.8% |
| Admin fee / account holder | $410 | $7,079-94.2% | $5,794-92.9% | $11,596-96.5% |