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 | $16,598 | $84,696-80.4% | $75,696-78.1% | $167,490-90.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 14.94% | 199.36%-184.4pp | 104.53%-89.6pp | 478.56%-463.6pp |
| Employer contribution / active EE | $1,116 | $3,230-65.4% | $2,743-59.3% | $4,837-76.9% |
| Participant deferral / active EE | $1,958 | $4,580-57.3% | $3,821-48.8% | $6,341-69.1% |
| Admin fee / account holder | $9,069 | $5,355+69.3% | $3,619+150.6% | $12,309-26.3% |