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 | $101,468 | $117,841-13.9% | $102,423-0.9% | $145,922-30.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.15% | 31.65%-16.5pp | 29.32%-14.2pp | 561.29%-546.1pp |
| Employer contribution / active EE | $3,573 | $3,615-1.1% | $3,023+18.2% | $4,660-23.3% |
| Participant deferral / active EE | $3,573 | $5,731-37.6% | $5,053-29.3% | $6,688-46.6% |
| Admin fee / account holder | $7,983 | $13,326-40.1% | $9,451-15.5% | $13,397-40.4% |