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 | $58,112 | $91,552-36.5% | $133,956-56.6% | $79,858-27.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 12.82% | 61.85%-49.0pp | 45.09%-32.3pp | 31.71%-18.9pp |
| Employer contribution / active EE | $4,043 | $2,384+69.6% | $3,919+3.2% | $2,471+63.6% |
| Participant deferral / active EE | $4,265 | $3,733+14.2% | $5,048-15.5% | $3,740+14.0% |
| Admin fee / account holder | $6,671 | $6,321+5.5% | $8,927-25.3% | $5,306+25.7% |