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 | $18,695 | $99,020-81.1% | $86,590-78.4% | $147,584-87.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.60% | 1312.34%-1299.7pp | 964.84%-952.2pp | 578.55%-566.0pp |
| Employer contribution / active EE | $1,328 | $3,132-57.6% | $2,839-53.2% | $4,876-72.8% |
| Participant deferral / active EE | $1,052 | $3,972-73.5% | $3,609-70.8% | $5,439-80.7% |
| Admin fee / account holder | $1,304 | $5,710-77.2% | $4,906-73.4% | $10,885-88.0% |