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 | $84,304 | $107,015-21.2% | $73,545+14.6% | $147,584-42.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 26.83% | 38.25%-11.4pp | -15.16%+42.0pp | 578.55%-551.7pp |
| Employer contribution / active EE | $11,484 | $1,760+552.5% | $1,219+842.1% | $4,876+135.5% |
| Participant deferral / active EE | $2,087 | $2,462-15.2% | $1,806+15.6% | $5,439-61.6% |
| Admin fee / account holder | $4,006 | $3,055+31.1% | $2,320+72.7% | $10,885-63.2% |