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 | $85,684 | $96,484-11.2% | $75,886+12.9% | $152,861-43.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 15.49% | 33.98%-18.5pp | 30.76%-15.3pp | 345.32%-329.8pp |
| Employer contribution / active EE | $2,346 | $3,309-29.1% | $2,500-6.2% | $4,762-50.7% |
| Participant deferral / active EE | $2,683 | $4,553-41.1% | $3,603-25.5% | $5,850-54.1% |
| Admin fee / account holder | $3,659 | $8,078-54.7% | $5,418-32.5% | $11,596-68.5% |