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 | $101,941 | $112,881-9.7% | $90,951+12.1% | $158,922-35.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 15.69% | 215.79%-200.1pp | 134.60%-118.9pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,858 | $2,893-35.8% | $2,122-12.5% | $4,761-61.0% |
| Participant deferral / active EE | $8,058 | $4,128+95.2% | $3,373+138.9% | $5,982+34.7% |
| Admin fee / account holder | $878 | $8,041-89.1% | $5,959-85.3% | $11,246-92.2% |