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 | $57,099 | $85,022-32.8% | $70,515-19.0% | $139,434-59.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 11.08% | 30.38%-19.3pp | 32.77%-21.7pp | 372.94%-361.9pp |
| Employer contribution / active EE | $1,812 | $3,909-53.6% | $2,973-39.1% | $4,751-61.9% |
| Participant deferral / active EE | $4,694 | $5,890-20.3% | $4,567+2.8% | $6,710-30.0% |
| Admin fee / account holder | $2,683 | $8,906-69.9% | $6,412-58.2% | $11,403-76.5% |