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 | $64,290 | $214,378-70.0% | $200,582-67.9% | $142,382-54.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.59% | 46.41%-28.8pp | 42.33%-24.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,842 | $6,841-58.5% | $6,419-55.7% | $4,299-33.9% |
| Participant deferral / active EE | $7,516 | $9,865-23.8% | $9,331-19.4% | $6,507+15.5% |
| Admin fee / account holder | $349 | $17,692-98.0% | $16,305-97.9% | $12,624-97.2% |