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 | $110,484 | $162,781-32.1% | $133,956-17.5% | $158,922-30.5% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 11.48% | 41.94%-30.5pp | 45.09%-33.6pp | 302.83%-291.3pp |
| Employer contribution / active EE | $2,195 | $4,975-55.9% | $3,919-44.0% | $4,761-53.9% |
| Participant deferral / active EE | $5,284 | $5,911-10.6% | $5,048+4.7% | $5,982-11.7% |
| Admin fee / account holder | $84,252 | $11,736+617.9% | $8,927+843.8% | $11,246+649.2% |