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 | $39,554 | $135,635-70.8% | $110,238-64.1% | $135,375-70.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 8.06% | 513.19%-505.1pp | 314.74%-306.7pp | 519.73%-511.7pp |
| Employer contribution / active EE | $1,279 | $4,906-73.9% | $3,826-66.6% | $4,779-73.2% |
| Participant deferral / active EE | $5,151 | $5,506-6.4% | $4,672+10.3% | $5,609-8.2% |
| Admin fee / account holder | $732 | $11,457-93.6% | $8,547-91.4% | $10,827-93.2% |