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 | $58,837 | $228,332-74.2% | $185,823-68.3% | $158,922-63.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.31% | 40.80%-25.5pp | 35.95%-20.6pp | 302.83%-287.5pp |
| Employer contribution / active EE | $3,933 | $4,967-20.8% | $4,087-3.8% | $4,761-17.4% |
| Participant deferral / active EE | $9,652 | $6,415+50.5% | $5,632+71.4% | $5,982+61.4% |
| Admin fee / account holder | $460 | $11,864-96.1% | $9,500-95.2% | $11,246-95.9% |