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 | $58,408 | $112,096-47.9% | $95,952-39.1% | $158,922-63.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.68% | 171.09%-156.4pp | 91.61%-76.9pp | 302.83%-288.1pp |
| Employer contribution / active EE | $4,310 | $3,198+34.8% | $2,541+69.6% | $4,761-9.5% |
| Participant deferral / active EE | $4,900 | $4,784+2.4% | $4,167+17.6% | $5,982-18.1% |
| Admin fee / account holder | $3,993 | $10,130-60.6% | $6,795-41.2% | $11,246-64.5% |