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 | $83,646 | $108,919-23.2% | $100,391-16.7% | $145,922-42.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.34% | 57.88%-42.5pp | 49.20%-33.9pp | 561.29%-545.9pp |
| Employer contribution / active EE | $2,015 | $4,419-54.4% | $3,942-48.9% | $4,660-56.8% |
| Participant deferral / active EE | $4,489 | $8,445-46.8% | $8,082-44.5% | $6,688-32.9% |
| Admin fee / account holder | $12,358 | $9,689+27.5% | $7,899+56.4% | $13,397-7.8% |