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 | $96,892 | $133,922-27.7% | $116,228-16.6% | $142,382-31.9% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.6%+5.4pp | 80.1%-0.1pp |
| Annual return | 13.73% | 147.76%-134.0pp | 90.06%-76.3pp | 217.08%-203.3pp |
| Employer contribution / active EE | $7,155 | $3,446+107.7% | $2,994+138.9% | $4,299+66.4% |
| Participant deferral / active EE | $15,711 | $5,672+177.0% | $4,953+217.2% | $6,507+141.4% |
| Admin fee / account holder | $48,796 | $14,945+226.5% | $11,989+307.0% | $12,624+286.5% |