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 | $78,917 | $152,587-48.3% | $125,175-37.0% | $152,861-48.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.74% | 54.84%-35.1pp | 43.79%-24.0pp | 345.32%-325.6pp |
| Employer contribution / active EE | $4,895 | $4,946-1.0% | $3,865+26.6% | $4,762+2.8% |
| Participant deferral / active EE | $6,801 | $5,868+15.9% | $4,937+37.8% | $5,850+16.3% |
| Admin fee / account holder | $564 | $13,434-95.8% | $9,702-94.2% | $11,596-95.1% |