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 | $77,459 | $109,817-29.5% | $98,442-21.3% | $167,490-53.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.20% | 1956.69%-1946.5pp | 1492.73%-1482.5pp | 478.56%-468.4pp |
| Employer contribution / active EE | $7,589 | $3,224+135.4% | $2,960+156.4% | $4,837+56.9% |
| Participant deferral / active EE | $6,044 | $4,673+29.3% | $4,276+41.3% | $6,341-4.7% |
| Admin fee / account holder | $1,777 | $6,753-73.7% | $5,949-70.1% | $12,309-85.6% |