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 | $16,732 | $85,202-80.4% | $172,739-90.3% | $72,985-77.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.58% | 27.32%-7.7pp | 802.84%-783.3pp | 81.00%-61.4pp |
| Employer contribution / active EE | $2,425 | $3,324-27.0% | $5,143-52.8% | $2,440-0.6% |
| Participant deferral / active EE | $2,267 | $3,260-30.5% | $5,198-56.4% | $3,607-37.2% |
| Admin fee / account holder | $627 | $5,884-89.3% | $13,954-95.5% | $5,124-87.8% |