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 | $90,912 | $162,781-44.2% | $133,956-32.1% | $158,922-42.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.33% | 41.94%-31.6pp | 45.09%-34.8pp | 302.83%-292.5pp |
| Employer contribution / active EE | $2,123 | $4,975-57.3% | $3,919-45.8% | $4,761-55.4% |
| Participant deferral / active EE | $7,895 | $5,911+33.6% | $5,048+56.4% | $5,982+32.0% |
| Admin fee / account holder | $629 | $11,736-94.6% | $8,927-93.0% | $11,246-94.4% |