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 | $24,349 | $101,069-75.9% | $81,478-70.1% | $147,584-83.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 18.49% | 32.40%-13.9pp | 38.78%-20.3pp | 578.55%-560.1pp |
| Employer contribution / active EE | $1,006 | $3,205-68.6% | $2,568-60.8% | $4,876-79.4% |
| Participant deferral / active EE | $2,104 | $4,242-50.4% | $3,537-40.5% | $5,439-61.3% |
| Admin fee / account holder | $1,163 | $5,812-80.0% | $4,561-74.5% | $10,885-89.3% |