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 | $32,066 | $162,781-80.3% | $133,956-76.1% | $158,922-79.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.80% | 41.94%-21.1pp | 45.09%-24.3pp | 302.83%-282.0pp |
| Employer contribution / active EE | $6,721 | $4,975+35.1% | $3,919+71.5% | $4,761+41.2% |
| Participant deferral / active EE | $5,035 | $5,911-14.8% | $5,048-0.3% | $5,982-15.8% |
| Admin fee / account holder | $1,549 | $11,736-86.8% | $8,927-82.6% | $11,246-86.2% |