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 | $67,919 | $105,859-35.8% | $90,160-24.7% | $147,584-54.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.28% | 37.63%-22.3pp | 34.88%-19.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,733 | $4,126-58.0% | $3,318-47.8% | $4,876-64.5% |
| Participant deferral / active EE | $3,091 | $5,733-46.1% | $5,288-41.5% | $5,439-43.2% |
| Admin fee / account holder | $4,886 | $8,046-39.3% | $5,943-17.8% | $10,885-55.1% |