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 | $41,753 | $118,849-64.9% | $96,562-56.8% | $167,490-75.1% |
| Participation rate | 94.1% | 75.5%+18.6pp | 69.8%+24.3pp | 82.1%+12.0pp |
| Annual return | 10.41% | 50.49%-40.1pp | 37.78%-27.4pp | 478.56%-468.1pp |
| Employer contribution / active EE | $803 | $3,120-74.3% | $2,356-65.9% | $4,837-83.4% |
| Participant deferral / active EE | $3,212 | $4,616-30.4% | $3,849-16.6% | $6,341-49.3% |
| Admin fee / account holder | $7,140 | $8,065-11.5% | $6,181+15.5% | $12,309-42.0% |