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 | $70,174 | $142,405-50.7% | $115,157-39.1% | $152,861-54.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 16.82% | 41.48%-24.7pp | 35.60%-18.8pp | 345.32%-328.5pp |
| Employer contribution / active EE | $5,442 | $4,010+35.7% | $3,179+71.2% | $4,762+14.3% |
| Participant deferral / active EE | $8,705 | $5,164+68.6% | $4,168+108.8% | $5,850+48.8% |
| Admin fee / account holder | $919 | $8,462-89.1% | $7,088-87.0% | $11,596-92.1% |