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 | $74,696 | $154,228-51.6% | $145,433-48.6% | $137,256-45.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 34.95% | 74.59%-39.6pp | 66.58%-31.6pp | 220.34%-185.4pp |
| Employer contribution / active EE | $5,724 | $4,804+19.2% | $4,554+25.7% | $4,156+37.7% |
| Participant deferral / active EE | $8,356 | $8,216+1.7% | $7,897+5.8% | $6,407+30.4% |
| Admin fee / account holder | $302 | $14,344-97.9% | $13,129-97.7% | $12,270-97.5% |