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 | $105,692 | $183,592-42.4% | $155,567-32.1% | $145,959-27.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.89% | 61.24%-46.3pp | 64.74%-49.8pp | 561.95%-547.1pp |
| Employer contribution / active EE | $1,567 | $5,315-70.5% | $4,674-66.5% | $4,661-66.4% |
| Participant deferral / active EE | $6,597 | $6,464+2.1% | $5,628+17.2% | $6,689-1.4% |
| Admin fee / account holder | $1,540 | $19,318-92.0% | $15,916-90.3% | $13,398-88.5% |