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 | $102,531 | $176,056-41.8% | $159,436-35.7% | $167,490-38.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.85% | 331.75%-309.9pp | 263.57%-241.7pp | 478.56%-456.7pp |
| Employer contribution / active EE | $3,282 | $5,297-38.0% | $4,829-32.0% | $4,837-32.2% |
| Participant deferral / active EE | $7,643 | $7,750-1.4% | $7,352+3.9% | $6,341+20.5% |
| Admin fee / account holder | $8,215 | $12,554-34.6% | $10,799-23.9% | $12,309-33.3% |