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 | $28,017 | $116,175-75.9% | $93,606-70.1% | $152,861-81.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 15.54% | 35.96%-20.4pp | 32.76%-17.2pp | 345.32%-329.8pp |
| Employer contribution / active EE | $5,360 | $3,218+66.6% | $2,718+97.2% | $4,762+12.6% |
| Participant deferral / active EE | $2,709 | $4,603-41.2% | $4,069-33.4% | $5,850-53.7% |
| Admin fee / account holder | $1,827 | $10,748-83.0% | $7,888-76.8% | $11,596-84.2% |