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 | $63,842 | $149,734-57.4% | $118,925-46.3% | $158,922-59.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 12.34% | 19.95%-7.6pp | 35.88%-23.5pp | 302.83%-290.5pp |
| Employer contribution / active EE | $2,735 | $4,115-33.5% | $3,263-16.2% | $4,761-42.5% |
| Participant deferral / active EE | $3,633 | $5,223-30.4% | $4,265-14.8% | $5,982-39.3% |
| Admin fee / account holder | $15,759 | $8,603+83.2% | $6,581+139.5% | $11,246+40.1% |