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 | $62,037 | $73,933-16.1% | $96,683-35.8% | $75,163-17.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 20.28% | 26.70%-6.4pp | 35.69%-15.4pp | 160.62%-140.3pp |
| Employer contribution / active EE | $7,447 | $2,928+154.4% | $3,737+99.3% | $2,670+178.9% |
| Participant deferral / active EE | $4,158 | $3,659+13.6% | $4,878-14.8% | $4,125+0.8% |
| Admin fee / account holder | $1,292 | $5,216-75.2% | $6,730-80.8% | $5,651-77.1% |