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 | $91,905 | $118,680-22.6% | $98,907-7.1% | $158,922-42.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 9.06% | 372.35%-363.3pp | 196.43%-187.4pp | 302.83%-293.8pp |
| Employer contribution / active EE | $2,007 | $3,333-39.8% | $2,689-25.4% | $4,761-57.8% |
| Participant deferral / active EE | $4,058 | $5,088-20.2% | $4,244-4.4% | $5,982-32.2% |
| Admin fee / account holder | $10,922 | $10,131+7.8% | $6,642+64.4% | $11,246-2.9% |