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 | $50,112 | $49,227+1.8% | $70,449-28.9% | $79,858-37.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 16.64% | 30.06%-13.4pp | 109.03%-92.4pp | 31.71%-15.1pp |
| Employer contribution / active EE | $3,911 | $2,099+86.3% | $2,737+42.9% | $2,471+58.3% |
| Participant deferral / active EE | $4,952 | $2,768+78.9% | $3,709+33.5% | $3,740+32.4% |
| Admin fee / account holder | $12,046 | $2,878+318.5% | $3,845+213.3% | $5,306+127.0% |