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 | $26,143 | $111,814-76.6% | $93,654-72.1% | $145,959-82.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.42% | 203.30%-192.9pp | 133.34%-122.9pp | 561.95%-551.5pp |
| Employer contribution / active EE | $2,012 | $3,092-34.9% | $2,421-16.9% | $4,661-56.8% |
| Participant deferral / active EE | $2,577 | $4,914-47.6% | $4,413-41.6% | $6,689-61.5% |
| Admin fee / account holder | $7,839 | $10,246-23.5% | $8,282-5.3% | $13,398-41.5% |