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 | $92,271 | $239,571-61.5% | $183,328-49.7% | $137,256-32.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 14.68% | 35.69%-21.0pp | 29.67%-15.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,435 | $6,148-60.4% | $5,055-51.8% | $4,156-41.4% |
| Participant deferral / active EE | $7,220 | $7,995-9.7% | $6,795+6.3% | $6,407+12.7% |
| Admin fee / account holder | $2,749 | $30,059-90.9% | $21,427-87.2% | $12,270-77.6% |