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 | $49,703 | $105,181-52.7% | $159,436-68.8% | $85,850-42.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.26% | 45.07%-30.8pp | 263.57%-249.3pp | 318.53%-304.3pp |
| Employer contribution / active EE | $3,065 | $3,318-7.6% | $4,829-36.5% | $2,565+19.5% |
| Participant deferral / active EE | $6,349 | $5,945+6.8% | $7,352-13.6% | $3,952+60.7% |
| Admin fee / account holder | $559 | $6,933-91.9% | $10,799-94.8% | $6,260-91.1% |