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 | $73,384 | $116,175-36.8% | $93,606-21.6% | $152,861-52.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 26.32% | 35.96%-9.6pp | 32.76%-6.4pp | 345.32%-319.0pp |
| Employer contribution / active EE | $1,900 | $3,218-41.0% | $2,718-30.1% | $4,762-60.1% |
| Participant deferral / active EE | $5,716 | $4,603+24.2% | $4,069+40.5% | $5,850-2.3% |
| Admin fee / account holder | $1,909 | $10,748-82.2% | $7,888-75.8% | $11,596-83.5% |