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 | $50,012 | $96,484-48.2% | $75,886-34.1% | $152,861-67.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 16.98% | 33.98%-17.0pp | 30.76%-13.8pp | 345.32%-328.3pp |
| Employer contribution / active EE | $6,118 | $3,309+84.9% | $2,500+144.7% | $4,762+28.5% |
| Participant deferral / active EE | $3,159 | $4,553-30.6% | $3,603-12.3% | $5,850-46.0% |
| Admin fee / account holder | $1,510 | $8,078-81.3% | $5,418-72.1% | $11,596-87.0% |