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 | $19,668 | $101,069-80.5% | $81,478-75.9% | $147,584-86.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 63.85% | 32.40%+31.4pp | 38.78%+25.1pp | 578.55%-514.7pp |
| Employer contribution / active EE | $4,515 | $3,205+40.9% | $2,568+75.8% | $4,876-7.4% |
| Participant deferral / active EE | $6,475 | $4,242+52.6% | $3,537+83.1% | $5,439+19.0% |
| Admin fee / account holder | $12,910 | $5,812+122.1% | $4,561+183.1% | $10,885+18.6% |