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 | $84,074 | $117,841-28.7% | $102,423-17.9% | $145,922-42.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.73% | 31.65%-17.9pp | 29.32%-15.6pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,927 | $3,615-46.7% | $3,023-36.3% | $4,660-58.6% |
| Participant deferral / active EE | $2,927 | $5,731-48.9% | $5,053-42.1% | $6,688-56.2% |
| Admin fee / account holder | $1,595 | $13,326-88.0% | $9,451-83.1% | $13,397-88.1% |