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 | $76,225 | $185,822-59.0% | $169,993-55.2% | $139,434-45.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 34.69% | 60.50%-25.8pp | 53.37%-18.7pp | 372.94%-338.3pp |
| Employer contribution / active EE | $6,450 | $7,590-15.0% | $6,785-4.9% | $4,751+35.8% |
| Participant deferral / active EE | $8,255 | $11,622-29.0% | $10,408-20.7% | $6,710+23.0% |
| Admin fee / account holder | $329 | $15,381-97.9% | $12,815-97.4% | $11,403-97.1% |