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 | $69,525 | $165,912-58.1% | $122,332-43.2% | $147,584-52.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 18.81% | 34.55%-15.7pp | 30.27%-11.5pp | 578.55%-559.7pp |
| Employer contribution / active EE | $396 | $5,754-93.1% | $4,050-90.2% | $4,876-91.9% |
| Participant deferral / active EE | $2,986 | $4,005-25.5% | $3,287-9.2% | $5,439-45.1% |
| Admin fee / account holder | $11,589 | $7,424+56.1% | $5,478+111.6% | $10,885+6.5% |