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 | $93,494 | $157,256-40.5% | $141,162-33.8% | $152,861-38.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.19% | 64.32%-44.1pp | 71.39%-51.2pp | 345.32%-325.1pp |
| Employer contribution / active EE | $2,133 | $5,261-59.5% | $4,735-55.0% | $4,762-55.2% |
| Participant deferral / active EE | $5,008 | $7,109-29.6% | $6,709-25.4% | $5,850-14.4% |
| Admin fee / account holder | $39,334 | $12,120+224.5% | $10,261+283.3% | $11,596+239.2% |