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 | $99,652 | $112,096-11.1% | $95,952+3.9% | $158,922-37.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.77% | 171.09%-155.3pp | 91.61%-75.8pp | 302.83%-287.1pp |
| Employer contribution / active EE | $819 | $3,198-74.4% | $2,541-67.8% | $4,761-82.8% |
| Participant deferral / active EE | $7,342 | $4,784+53.5% | $4,167+76.2% | $5,982+22.7% |
| Admin fee / account holder | $973 | $10,130-90.4% | $6,795-85.7% | $11,246-91.3% |