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 | $85,909 | $101,069-15.0% | $81,478+5.4% | $147,584-41.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 17.59% | 32.40%-14.8pp | 38.78%-21.2pp | 578.55%-561.0pp |
| Employer contribution / active EE | $2,060 | $3,205-35.7% | $2,568-19.8% | $4,876-57.7% |
| Participant deferral / active EE | $4,206 | $4,242-0.8% | $3,537+18.9% | $5,439-22.7% |
| Admin fee / account holder | $556 | $5,812-90.4% | $4,561-87.8% | $10,885-94.9% |