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 | $25,235 | $99,652-74.7% | $78,778-68.0% | $147,584-82.9% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | 8.09% | 47.28%-39.2pp | 35.62%-27.5pp | 578.55%-570.5pp |
| Employer contribution / active EE | $2,139 | $2,796-23.5% | $1,986+7.7% | $4,876-56.1% |
| Participant deferral / active EE | $3,625 | $3,664-1.1% | $2,958+22.5% | $5,439-33.4% |
| Admin fee / account holder | $73,643 | $7,155+929.2% | $5,134+1334.5% | $10,885+576.5% |