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 | $50,848 | $53,822-5.5% | $75,696-32.8% | $85,850-40.8% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 17.91% | 24.54%-6.6pp | 104.53%-86.6pp | 318.53%-300.6pp |
| Employer contribution / active EE | $2,131 | $2,017+5.7% | $2,743-22.3% | $2,565-16.9% |
| Participant deferral / active EE | $7,128 | $2,895+146.2% | $3,821+86.5% | $3,952+80.4% |
| Admin fee / account holder | $318 | $3,343-90.5% | $3,619-91.2% | $6,260-94.9% |