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 | $82,237 | $112,096-26.6% | $95,952-14.3% | $158,922-48.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.93% | 171.09%-155.2pp | 91.61%-75.7pp | 302.83%-286.9pp |
| Employer contribution / active EE | $3,102 | $3,198-3.0% | $2,541+22.1% | $4,761-34.8% |
| Participant deferral / active EE | $4,797 | $4,784+0.3% | $4,167+15.1% | $5,982-19.8% |
| Admin fee / account holder | $1,206 | $10,130-88.1% | $6,795-82.3% | $11,246-89.3% |