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 | $74,945 | $95,266-21.3% | $82,389-9.0% | $142,382-47.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 14.88% | 25.74%-10.9pp | 28.67%-13.8pp | 217.08%-202.2pp |
| Employer contribution / active EE | $762 | $2,991-74.5% | $2,517-69.7% | $4,299-82.3% |
| Participant deferral / active EE | $8,171 | $4,809+69.9% | $4,155+96.7% | $6,507+25.6% |
| Admin fee / account holder | $745 | $8,563-91.3% | $7,231-89.7% | $12,624-94.1% |