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 | $71,729 | $104,974-31.7% | $95,585-25.0% | $142,382-49.6% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 12.14% | 210.33%-198.2pp | 38.56%-26.4pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,661 | $2,779-4.2% | $2,527+5.3% | $4,299-38.1% |
| Participant deferral / active EE | $9,010 | $4,352+107.0% | $4,023+124.0% | $6,507+38.5% |
| Admin fee / account holder | $34,805 | $6,386+445.0% | $6,127+468.0% | $12,624+175.7% |