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 | $98,620 | $112,096-12.0% | $95,952+2.8% | $158,922-37.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 9.22% | 171.09%-161.9pp | 91.61%-82.4pp | 302.83%-293.6pp |
| Employer contribution / active EE | $2,208 | $3,198-31.0% | $2,541-13.1% | $4,761-53.6% |
| Participant deferral / active EE | $5,664 | $4,784+18.4% | $4,167+35.9% | $5,982-5.3% |
| Admin fee / account holder | $24,693 | $10,130+143.8% | $6,795+263.4% | $11,246+119.6% |