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 | $66,275 | $118,450-44.0% | $98,439-32.7% | $139,434-52.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 11.28% | 18.94%-7.7pp | 21.16%-9.9pp | 372.94%-361.7pp |
| Employer contribution / active EE | $1,911 | $3,609-47.0% | $3,048-37.3% | $4,751-59.8% |
| Participant deferral / active EE | $5,345 | $5,392-0.9% | $4,738+12.8% | $6,710-20.4% |
| Admin fee / account holder | $720 | $14,026-94.9% | $8,948-92.0% | $11,403-93.7% |