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 | $38,838 | $115,770-66.5% | $101,248-61.6% | $158,922-75.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 34.90% | 56.14%-21.2pp | 46.47%-11.6pp | 302.83%-267.9pp |
| Employer contribution / active EE | $4,385 | $4,175+5.0% | $3,660+19.8% | $4,761-7.9% |
| Participant deferral / active EE | $3,188 | $4,957-35.7% | $4,370-27.1% | $5,982-46.7% |
| Admin fee / account holder | $501 | $7,245-93.1% | $5,945-91.6% | $11,246-95.5% |