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 | $89,911 | $152,587-41.1% | $125,175-28.2% | $152,861-41.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.83% | 54.84%-38.0pp | 43.79%-27.0pp | 345.32%-328.5pp |
| Employer contribution / active EE | $1,539 | $4,946-68.9% | $3,865-60.2% | $4,762-67.7% |
| Participant deferral / active EE | $12,171 | $5,868+107.4% | $4,937+146.5% | $5,850+108.1% |
| Admin fee / account holder | $21,111 | $13,434+57.1% | $9,702+117.6% | $11,596+82.0% |