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 | $67,820 | $157,256-56.9% | $141,162-52.0% | $152,861-55.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.30% | 64.32%-45.0pp | 71.39%-52.1pp | 345.32%-326.0pp |
| Employer contribution / active EE | $2,217 | $5,261-57.9% | $4,735-53.2% | $4,762-53.4% |
| Participant deferral / active EE | $7,948 | $7,109+11.8% | $6,709+18.5% | $5,850+35.9% |
| Admin fee / account holder | $4,476 | $12,120-63.1% | $10,261-56.4% | $11,596-61.4% |