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 | $94,957 | $232,540-59.2% | $185,117-48.7% | $147,584-35.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 19.10% | 43.03%-23.9pp | 40.50%-21.4pp | 578.55%-559.5pp |
| Employer contribution / active EE | $4,382 | $5,195-15.6% | $4,182+4.8% | $4,876-10.1% |
| Participant deferral / active EE | $9,892 | $5,834+69.6% | $5,045+96.1% | $5,439+81.9% |
| Admin fee / account holder | $681 | $10,275-93.4% | $8,159-91.7% | $10,885-93.7% |