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 | $76,210 | $176,377-56.8% | $134,143-43.2% | $158,922-52.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.62% | 63.63%-49.0pp | 36.33%-21.7pp | 302.83%-288.2pp |
| Employer contribution / active EE | $8,431 | $5,040+67.3% | $3,704+127.6% | $4,761+77.1% |
| Participant deferral / active EE | $3,463 | $4,091-15.4% | $3,499-1.0% | $5,982-42.1% |
| Admin fee / account holder | $609 | $8,718-93.0% | $6,684-90.9% | $11,246-94.6% |