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 | $61,674 | $96,635-36.2% | $86,612-28.8% | $139,434-55.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.96% | 106.41%-91.5pp | 591.07%-576.1pp | 372.94%-358.0pp |
| Employer contribution / active EE | $4,846 | $3,263+48.5% | $3,022+60.3% | $4,751+2.0% |
| Participant deferral / active EE | $6,629 | $4,836+37.1% | $4,438+49.4% | $6,710-1.2% |
| Admin fee / account holder | $2,554 | $6,408-60.1% | $5,614-54.5% | $11,403-77.6% |