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 | $62,174 | $107,934-42.4% | $91,989-32.4% | $152,861-59.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 26.08% | 89.24%-63.2pp | 69.02%-42.9pp | 345.32%-319.2pp |
| Employer contribution / active EE | $8,970 | $4,210+113.1% | $3,452+159.9% | $4,762+88.4% |
| Participant deferral / active EE | $4,432 | $6,364-30.4% | $5,923-25.2% | $5,850-24.2% |
| Admin fee / account holder | $1,301 | $10,520-87.6% | $7,743-83.2% | $11,596-88.8% |