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 | $46,952 | $81,632-42.5% | $70,449-33.4% | $158,922-70.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 15.68% | 208.40%-192.7pp | 109.03%-93.4pp | 302.83%-287.2pp |
| Employer contribution / active EE | $5,135 | $3,217+59.6% | $2,737+87.7% | $4,761+7.9% |
| Participant deferral / active EE | $4,635 | $4,554+1.8% | $3,709+25.0% | $5,982-22.5% |
| Admin fee / account holder | $6,590 | $6,193+6.4% | $3,845+71.4% | $11,246-41.4% |