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 | $88,639 | $127,065-30.2% | $113,168-21.7% | $142,382-37.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.18% | 24.03%-11.8pp | 24.27%-12.1pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,620 | $3,442-52.9% | $2,975-45.5% | $4,299-62.3% |
| Participant deferral / active EE | $2,573 | $5,716-55.0% | $5,107-49.6% | $6,507-60.5% |
| Admin fee / account holder | $20,841 | $15,736+32.4% | $12,068+72.7% | $12,624+65.1% |