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 | $59,997 | $110,257-45.6% | $96,544-37.9% | $139,434-57.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 10.39% | 26.32%-15.9pp | 25.84%-15.5pp | 372.94%-362.6pp |
| Employer contribution / active EE | $4,563 | $3,620+26.1% | $2,965+53.9% | $4,751-4.0% |
| Participant deferral / active EE | $12,343 | $5,548+122.5% | $4,851+154.4% | $6,710+83.9% |
| Admin fee / account holder | $77,615 | $11,591+569.6% | $8,252+840.5% | $11,403+580.7% |