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 | $51,615 | $102,966-49.9% | $90,281-42.8% | $152,861-66.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 211.64% | 95.16%+116.5pp | 78.10%+133.5pp | 345.32%-133.7pp |
| Employer contribution / active EE | $1,951 | $3,139-37.8% | $2,854-31.6% | $4,762-59.0% |
| Participant deferral / active EE | $6,738 | $4,281+57.4% | $3,885+73.4% | $5,850+15.2% |
| Admin fee / account holder | $1,199 | $6,171-80.6% | $5,351-77.6% | $11,596-89.7% |