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 | $64,967 | $99,652-34.8% | $78,778-17.5% | $147,584-56.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 13.92% | 47.28%-33.4pp | 35.62%-21.7pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,069 | $2,796-61.8% | $1,986-46.1% | $4,876-78.1% |
| Participant deferral / active EE | $4,697 | $3,664+28.2% | $2,958+58.8% | $5,439-13.6% |
| Admin fee / account holder | $683 | $7,155-90.4% | $5,134-86.7% | $10,885-93.7% |