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 | $83,035 | $117,859-29.5% | $102,438-18.9% | $145,959-43.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 25.55% | 31.72%-6.2pp | 29.37%-3.8pp | 561.95%-536.4pp |
| Employer contribution / active EE | $1,767 | $3,615-51.1% | $3,024-41.6% | $4,661-62.1% |
| Participant deferral / active EE | $3,681 | $5,732-35.8% | $5,054-27.2% | $6,689-45.0% |
| Admin fee / account holder | $2,050 | $13,318-84.6% | $9,448-78.3% | $13,398-84.7% |