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 | $54,625 | $109,817-50.3% | $98,442-44.5% | $167,490-67.4% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 27.58% | 1956.69%-1929.1pp | 1492.73%-1465.1pp | 478.56%-451.0pp |
| Employer contribution / active EE | $1,619 | $3,224-49.8% | $2,960-45.3% | $4,837-66.5% |
| Participant deferral / active EE | $10,375 | $4,673+122.0% | $4,276+142.6% | $6,341+63.6% |
| Admin fee / account holder | $15,975 | $6,753+136.6% | $5,949+168.5% | $12,309+29.8% |