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 | $85,485 | $99,918-14.4% | $81,382+5.0% | $145,922-41.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.28% | 34.32%-21.0pp | 24.73%-11.5pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,925 | $2,978-35.3% | $2,463-21.8% | $4,660-58.7% |
| Participant deferral / active EE | $3,987 | $4,605-13.4% | $3,883+2.7% | $6,688-40.4% |
| Admin fee / account holder | $1,015 | $8,212-87.6% | $5,768-82.4% | $13,397-92.4% |