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 | $59,501 | $96,305-38.2% | $80,569-26.1% | $139,434-57.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 20.02% | 1350.08%-1330.1pp | 935.43%-915.4pp | 372.94%-352.9pp |
| Employer contribution / active EE | $3,714 | $3,262+13.8% | $2,723+36.4% | $4,751-21.8% |
| Participant deferral / active EE | $3,922 | $5,232-25.0% | $4,447-11.8% | $6,710-41.5% |
| Admin fee / account holder | $1,308 | $6,599-80.2% | $5,377-75.7% | $11,403-88.5% |