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 | $50,489 | $88,751-43.1% | $81,812-38.3% | $145,922-65.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.72% | 1025.40%-1013.7pp | 773.79%-762.1pp | 561.29%-549.6pp |
| Employer contribution / active EE | $3,379 | $3,083+9.6% | $2,912+16.0% | $4,660-27.5% |
| Participant deferral / active EE | $9,752 | $4,643+110.0% | $4,319+125.8% | $6,688+45.8% |
| Admin fee / account holder | $3,701 | $8,415-56.0% | $7,386-49.9% | $13,397-72.4% |