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 | $79,667 | $112,881-29.4% | $90,951-12.4% | $158,922-49.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.62% | 215.79%-202.2pp | 134.60%-121.0pp | 302.83%-289.2pp |
| Employer contribution / active EE | $2,011 | $2,893-30.5% | $2,122-5.3% | $4,761-57.8% |
| Participant deferral / active EE | $5,016 | $4,128+21.5% | $3,373+48.7% | $5,982-16.2% |
| Admin fee / account holder | $1,067 | $8,041-86.7% | $5,959-82.1% | $11,246-90.5% |