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 | $38,480 | $162,781-76.4% | $133,956-71.3% | $158,922-75.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 23.78% | 41.94%-18.2pp | 45.09%-21.3pp | 302.83%-279.0pp |
| Employer contribution / active EE | $2,595 | $4,975-47.8% | $3,919-33.8% | $4,761-45.5% |
| Participant deferral / active EE | $12,819 | $5,911+116.9% | $5,048+154.0% | $5,982+114.3% |
| Admin fee / account holder | $4,468 | $11,736-61.9% | $8,927-49.9% | $11,246-60.3% |