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 | $63,023 | $117,983-46.6% | $101,794-38.1% | $142,382-55.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 12.24% | 36.92%-24.7pp | 30.53%-18.3pp | 217.08%-204.8pp |
| Employer contribution / active EE | $3,830 | $2,773+38.1% | $2,289+67.3% | $4,299-10.9% |
| Participant deferral / active EE | $16,103 | $4,714+241.6% | $4,084+294.3% | $6,507+147.5% |
| Admin fee / account holder | $7,852 | $10,433-24.7% | $8,777-10.5% | $12,624-37.8% |