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 | $35,893 | $62,573-42.6% | $85,682-58.1% | $85,850-58.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 37.94% | 23.77%+14.2pp | 21.49%+16.4pp | 318.53%-280.6pp |
| Employer contribution / active EE | $2,235 | $1,757+27.2% | $2,618-14.6% | $2,565-12.9% |
| Participant deferral / active EE | $1,267 | $2,802-54.8% | $3,923-67.7% | $3,952-67.9% |
| Admin fee / account holder | $2,771 | $4,640-40.3% | $6,873-59.7% | $6,260-55.7% |