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 | $66,479 | $140,940-52.8% | $112,229-40.8% | $139,434-52.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 28.48% | 32.71%-4.2pp | 30.20%-1.7pp | 372.94%-344.5pp |
| Employer contribution / active EE | $1,934 | $4,283-54.8% | $3,430-43.6% | $4,751-59.3% |
| Participant deferral / active EE | $6,818 | $5,874+16.1% | $4,798+42.1% | $6,710+1.6% |
| Admin fee / account holder | $487 | $9,954-95.1% | $7,748-93.7% | $11,403-95.7% |