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 | $79,292 | $112,729-29.7% | $98,716-19.7% | $137,256-42.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.48% | 38.48%-24.0pp | 31.81%-17.3pp | 220.34%-205.9pp |
| Employer contribution / active EE | $4,833 | $2,725+77.3% | $2,279+112.1% | $4,156+16.3% |
| Participant deferral / active EE | $7,616 | $4,640+64.1% | $4,048+88.1% | $6,407+18.9% |
| Admin fee / account holder | $13,993 | $10,129+38.2% | $8,703+60.8% | $12,270+14.0% |