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 | $62,425 | $106,515-41.4% | $96,683-35.4% | $139,434-55.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.49% | 38.43%-15.9pp | 35.69%-13.2pp | 372.94%-350.4pp |
| Employer contribution / active EE | $14,622 | $4,103+256.4% | $3,737+291.3% | $4,751+207.8% |
| Participant deferral / active EE | $10,163 | $5,454+86.3% | $4,878+108.3% | $6,710+51.5% |
| Admin fee / account holder | $349 | $7,877-95.6% | $6,730-94.8% | $11,403-96.9% |