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 | $101,189 | $178,174-43.2% | $156,181-35.2% | $137,256-26.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.02% | 84.19%-72.2pp | 64.87%-52.8pp | 220.34%-208.3pp |
| Employer contribution / active EE | $2,434 | $4,972-51.0% | $4,294-43.3% | $4,156-41.4% |
| Participant deferral / active EE | $6,018 | $6,888-12.6% | $6,132-1.9% | $6,407-6.1% |
| Admin fee / account holder | $7,385 | $17,404-57.6% | $14,586-49.4% | $12,270-39.8% |