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 | $88,386 | $118,680-25.5% | $98,907-10.6% | $158,922-44.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 16.45% | 372.35%-355.9pp | 196.43%-180.0pp | 302.83%-286.4pp |
| Employer contribution / active EE | $2,866 | $3,333-14.0% | $2,689+6.6% | $4,761-39.8% |
| Participant deferral / active EE | $6,285 | $5,088+23.5% | $4,244+48.1% | $5,982+5.1% |
| Admin fee / account holder | $12,663 | $10,131+25.0% | $6,642+90.7% | $11,246+12.6% |