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 | $57,118 | $198,466-71.2% | $170,442-66.5% | $147,584-61.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.34% | 257.29%-233.0pp | 205.93%-181.6pp | 578.55%-554.2pp |
| Employer contribution / active EE | $5,165 | $6,184-16.5% | $5,433-4.9% | $4,876+5.9% |
| Participant deferral / active EE | $2,416 | $5,629-57.1% | $4,939-51.1% | $5,439-55.6% |
| Admin fee / account holder | $811 | $16,852-95.2% | $13,880-94.2% | $10,885-92.5% |