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 | $86,068 | $127,065-32.3% | $113,168-23.9% | $142,382-39.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.60% | 24.03%-9.4pp | 24.27%-9.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $4,046 | $3,442+17.6% | $2,975+36.0% | $4,299-5.9% |
| Participant deferral / active EE | $3,905 | $5,716-31.7% | $5,107-23.5% | $6,507-40.0% |
| Admin fee / account holder | $107,467 | $15,736+582.9% | $12,068+790.5% | $12,624+751.3% |