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 | $49,573 | $183,519-73.0% | $155,509-68.1% | $145,922-66.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.71% | 61.17%-48.5pp | 64.67%-52.0pp | 561.29%-548.6pp |
| Employer contribution / active EE | $7,338 | $5,313+38.1% | $4,672+57.1% | $4,660+57.5% |
| Participant deferral / active EE | $3,860 | $6,462-40.3% | $5,626-31.4% | $6,688-42.3% |
| Admin fee / account holder | $19,420 | $19,313+0.6% | $15,912+22.0% | $13,397+45.0% |