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 4-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 | $31,156 | $117,859-73.6% | $102,438-69.6% | $145,959-78.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.87% | 31.72%-20.8pp | 29.37%-18.5pp | 561.95%-551.1pp |
| Employer contribution / active EE | $1,847 | $3,615-48.9% | $3,024-38.9% | $4,661-60.4% |
| Participant deferral / active EE | $7,142 | $5,732+24.6% | $5,054+41.3% | $6,689+6.8% |
| Admin fee / account holder | $1,345 | $13,318-89.9% | $9,448-85.8% | $13,398-90.0% |