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 | $74,296 | $112,096-33.7% | $95,952-22.6% | $158,922-53.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.68% | 171.09%-156.4pp | 91.61%-76.9pp | 302.83%-288.1pp |
| Employer contribution / active EE | $1,560 | $3,198-51.2% | $2,541-38.6% | $4,761-67.2% |
| Participant deferral / active EE | $6,893 | $4,784+44.1% | $4,167+65.4% | $5,982+15.2% |
| Admin fee / account holder | $2,647 | $10,130-73.9% | $6,795-61.0% | $11,246-76.5% |