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 | $83,723 | $102,616-18.4% | $81,983+2.1% | $158,922-47.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 18.21% | 61.04%-42.8pp | 41.31%-23.1pp | 302.83%-284.6pp |
| Employer contribution / active EE | $11,380 | $3,240+251.2% | $2,498+355.6% | $4,761+139.0% |
| Participant deferral / active EE | $5,823 | $4,648+25.3% | $3,722+56.4% | $5,982-2.7% |
| Admin fee / account holder | $315 | $8,235-96.2% | $5,664-94.4% | $11,246-97.2% |