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 | $78,807 | $81,248-3.0% | $155,509-49.3% | $80,856-2.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 20.12% | 33.31%-13.2pp | 64.67%-44.5pp | 35.59%-15.5pp |
| Employer contribution / active EE | $5,546 | $3,100+78.9% | $4,672+18.7% | $2,755+101.3% |
| Participant deferral / active EE | $2,256 | $3,452-34.7% | $5,626-59.9% | $4,296-47.5% |
| Admin fee / account holder | $335 | $7,997-95.8% | $15,912-97.9% | $6,918-95.2% |