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 | $44,500 | $126,574-64.8% | $106,213-58.1% | $145,922-69.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.25% | 224.79%-211.5pp | 116.14%-102.9pp | 561.29%-548.0pp |
| Employer contribution / active EE | $5,791 | $3,730+55.2% | $3,171+82.6% | $4,660+24.3% |
| Participant deferral / active EE | $6,959 | $5,724+21.6% | $5,016+38.7% | $6,688+4.1% |
| Admin fee / account holder | $2,339 | $17,304-86.5% | $11,033-78.8% | $13,397-82.5% |