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 | $45,492 | $58,208-21.8% | $81,812-44.4% | $80,856-43.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 12.88% | 41.66%-28.8pp | 773.79%-760.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $6,396 | $2,340+173.3% | $2,912+119.6% | $2,755+132.2% |
| Participant deferral / active EE | $7,001 | $3,281+113.4% | $4,319+62.1% | $4,296+63.0% |
| Admin fee / account holder | $2,163 | $4,981-56.6% | $7,386-70.7% | $6,918-68.7% |